443-952-7232
Take Control of Your Financial Future
Ask yourself if what you are doing today is getting you closer to where you want to be tomorrow.
Centuria Financial Group is a wealth management group that provides comprehensive financial planning and estate planning services to individuals, families, and business owners. We are committed to helping you achieve your financial goals and secure your legacy.
Whether you need asset protection and risk management, investment, and retirement planning, or business succession planning, we have the experience to guide you through every step of the process.
Our main services include:
Asset Protection and Risk
We help you protect your assets from potential threats such as lawsuits, creditors, taxes, and inflation. We also help you manage your risk exposure and diversify your portfolio.
Investment and Retirement Planning
We help you design a customized investment strategy that aligns with your risk tolerance, time horizon, and objectives. We also help you plan for a comfortable and fulfilling retirement that meets your income needs and lifestyle preferences.
Business Planning Needs
We help you address the unique challenges and opportunities of owning a business. We assist you with business succession planning, tax strategies, and business valuation.
Our Comprehensive Process
1
Discover
We start by understanding what is most important to you and collecting necessary information to assess your current financial situation.
2
Analyze
We complete an analysis and strategize on options to achieve your goals.
3
Deliver
We present your personal financial plan, discuss analysis, and provide recommendations to achieve your financial goals.
4
Execute
We discuss the implementation need process and establish a timeline for your action plan.
Evolve
With our Seasonal Service Model, we will check your progress towards reaching your goals. We will adjust your plan as your life and priorities change.
*You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (i) an investment adviser representative (“Advisory Representative”), (ii) registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively “Prudential Representative”.)
Seasonal Service Model
Our seasonal service model ensures that we provide timely and relevant advice throughout the year. Depending on the season, we offer different services to help you stay on track with your financial plan:
Winter:
We update your personal financial website, review your retirement and tax planning strategies, and discuss your goals for the new year.
Spring/Summer:
We review your investment portfolio and risk tolerance, review your estate planning and beneficiary information, and discuss education planning options.
Fall:
We review your cash flow and net worth, your employee benefits, and access your insurance needs.
Meet the Team
Identifying an appropriate experienced professional for your unique financial situation can be challenging. That is precisely why we have a team of specialists. Using our relationship-based approach, we will analyze your current financial situation, seek to understand your financial challenges and goals, and provide you guidance to fit your unique needs.
Our team consists of Wealth Management Certified Professionals (WMCP), Chartered Financial Consultants (ChFC), Chartered Life Underwriters (CLU), Retirement Income Certified Professionals (RICP), Certified Financial Planners (CFP), and other professionals who work together to deliver the best solutions for you.
We are passionate about helping our clients achieve their financial dreams. We are also active members of our community, supporting various causes and organizations that make a positive impact.
If you are ready to take control of your financial future, contact Centuria Financial Group today. We would love to hear from you and help you get started on your journey to financial success.