What We Offer

Any financial planner can tell you what to do with your money.

At Centry Financial, it’s more than that. We’re passionate about people. We take the time to understand you. Our range of high-touch services help us plan for your financial future – and aim to provide peace of mind.

We offer financial planning that may include:

Tax efficiency



Estate planning


Charitable giving

College and
education funding

Cash flow


And strategic investment advice that’s:

Based on your goals, objectives, timing, and risk tolerance

Customized and created in your best interest

Managed on your behalf

Monitored and evaluated regularly

Why “Centry” Financial?

In Latin, “centry” means “center.” Having a strong, centered plan for your money offers you security during life’s ups and downs. Times may change — but our advice always stays focused on you.

“To me, ‘centered’ means you have a place to go back to in times of uncertainty. A grounding. A long-term financial plan does just that for people during changes in the market or moments of financial instability.”

— Janice

FPA Financial Planning Association
NAPFA registered financial advisor
Fee Only Network financial advisor
willoughby western lake county chamber of commerce

Talk to Janice

Let’s chat about your life and your money.

Connect Me

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