The most important distinction setting Centennial Wealth apart from many other firms is our complete independence. Simply stated, we work only for you, the client. We have a fiduciary responsibility, which requires us to put your interests first, and we do. Unlike most stockbrokers and financial planners, we have no proprietary products. We have at our disposal, a large universe of investment options from which we construct and manage your portfolio.
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The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially.
Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach.
In order to meet your financial goals, the need for a well-diversified and professionally managed Investment Plan is critical.
We’ve been brainwashed into thinking Social Security isn’t going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is “Don’t count on it because it may not be there.”
As you approach your 65th birthday, you go to your mailbox and every day it is filled with more advertisements concerning your upcoming Medicare enrollment. Sorting through this pile of information can seem overwhelming and can leave you feeling bewildered, perplexed, and in a world of “Choice Overload”.