Cetera Back Office Support

Meet your Financial Planner's partners, Cetera!

As Financial Planners, the right tech, tools, and products at our fingertips is powerful. But when it’s all packaged by a service team that can seamlessly arrange them for us to be effective? That’s priceless. See how we Cetera makes it easier for us to pursue our goals—and have more fun doing it.

Cetera Financial Group is a large broker-dealer and registered investment advisor (RIA) that supports a network of financial advisors and institutions, providing us with the tools and resources we need to serve you, our clients. It's owned by private equity firm Genstar Capital.

Team Hines Remer, specifically is a part of the "Cetera Investors" channel whome are, what we call, "Supported Independant" advisors. A supported independent model for financial advisors balances the autonomy of an independent practice with the support and infrastructure of a larger organization. This model allows us to run our book of business and make decisions for our clients while having access to resources for compliance, technology, and other operational needs that aren't always available to family owned shops.

Below are a handful of examples of resources we have access to for our clients whom we wouldn't have without Cetera.

Cetera Advanced Planning Group

Cetera’s Advanced Planning Group, made up of highly credentialed legal and financial professionals, is one of our key resource partners. Their consultative approach provides technical and legal guidance to support our creation of your financial strategy in areas such as:

Wealth transfer planning
Retirement distribution planning
Business and succession planning
Stock options
Life insurance and annuity planning

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Cetera Financial Plan Design Group

Cetera's Financial Plan Design Group is a key resource partner, composed of two paraplanners and two CERTIFIED FINANCIAL PLANNERS™. Collectively they bring more than 100 years of experience to our practice. They are a dedicated team that specializes in planning ONLY. Since financial planning is their focus, they are highly skilled at building customized plans for each and every client we engage with, providing for a collaborative, interactive and informative client experience while ensuring an unbiased assessment free from any conflict of interest.

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Cetera Investment Management

Our team’s experience and perspective are our greatest strengths. Our deep insights can help you understand the current market and geopolitical conditions and how they may affect your portfolios.

Learn more about our team’s offerings here, and stay up to date on the latest insights by following us on X @ceteraIM.

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Cetera Market Perspectives

Cetera Investment Management provides quarterly, midyear and annual forward-looking overviews of the major asset classes and macroeconomic climate, evaluating a broad range of leading indicators to unravel the market’s complexities. Their approach helps uncover current economic themes, but also challenges traditional perspectives by focusing on longer-term market forces that may not have surfaced yet.

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Cetera Investors

The Cetera Investors independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions, as well as a local branch office to provide additional resources, such as support staff, and scheduling and technology tools. Everyone at our branch, along with our home office staff, wants to help you pursue your financial goals – and they stand behind us as we work together. It’s important for you to know more about these organizations and why we’ve chosen to work with them.

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