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Our Services

Invest in Your Future

The success of SBSU Investment services has been made possible by caring professionals who deliver for our clients each day. 

Financial Planning & Asset Management

Financial Planning & Asset Management


Our Financial planning process is all about understanding your goals, values and needs. Based on that information we then make fiduciary recommendations that help you accomplish what is most important to you and your loved ones. 

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Individual & Business Retirement Planning

Individual & Business Retirement Planning


No matter what stage of life you are in, planning for retirement is more important than ever before. We can provide fiduciary advice on what to do with any type of retirement account. That goes for individuals as well as business owners. Managing these types of investment accounts can provide you with major tax advantages now or later in life.  

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Lifetime Income Strategies

Lifetime Income Strategies

We can help with investing strategies that take the guess work out of income planning. Why risk what you don't have to? 

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Insurance Services

Insurance Services

At the foundation of every financial plan is the protection of your assets. Are you and your loved ones being taken care of? 

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Cedar City | breck.judd@ceterais.com | (435) 586-4129

St. George | tyler.eliason@ceterais.com | (435) 652-7004

Richfield | ross.taylor@ceterais.com | (435) 896-9287