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
Investments
Retirement
Estate planning
Insurance
Charitable giving
College and
education funding
Cash flow
management
Business
succession
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
