Our Services

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.

Please click on one of our services below to learn more!

Retirement Planning

The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially.

 

Financial Planning

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.

 

Investment Planning

In order to meet your financial goals, the need for a well-diversified and professionally managed Investment Plan is critical.

 

Social Security Planning

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.”

 

Medicare Planning

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”.

Experience The Centennial Wealth Difference!

Call us today to arrange your free complimentary consultation