Strategic Planning for Meaningful Living
Take control of your time as a business owner and prioritize what truly matters. Let the experienced, Certified Financial Planners at Centennial Financial Group handle your retirement and exit planning, freeing you to immerse yourself in the great oudoors and a life outside of your business.
Behind every plan or investment is a carefully tailored process that begins with a deep understanding of you and your goals. Then, we create a strategic roadmap that considers your concerns, desires, risk tolerance and time frame. Our holistic approach prioritizes your interests and involves using education as a powerful tool to help you understand every decision.
Do your financial goals include traveling in an RV, enjoying time with family outside or maintaining your desired lifestyle after you retire? Our holistic client-first approach involves understanding your goals first and then creating a realistic plan to help you pursue them. To us, success means helping you “buy back” your time so you can spend it on what matters most to you.
We care deeply about your goals and helping you succeed. Whether you need a robust retirement plan, a plan to exit your business for retirement, or to create a lasting legacy, we're here to help. As fee-based financial advisors, we put your needs first. With your goals in mind, we will help you create a realistic vision and effective strategies for every life stage and every generation in your family.
We're here to help no matter the financial situation or phase you're in. Our first priority is helping you take care of yourself and your family. We want to learn more about you and what motivates you. If you aren’t sure what your goals and dreams are, we want to help you identify them. We’ll start as your financial planners, helping you to fill in the gaps and live your best life right now. Then, we’ll be your retirement advisor so we can help you map out a longer and more comprehensive journey to prosperous and enjoyable golden years.
Whether you’re providing for a growing family or wish to leave a lasting legacy, our financial advisors are ready to help you plan for the future. From retirement planning to college planning, we will ensure your plans are tax-efficient and geared toward growth.
Are you worried about outliving your hard-earned money? As retirement advisors, we can help create a customized plan for your unique needs and goals to address this.
As a financial advisor in Cambria County, PA, we are well-versed in the local economy and tax laws. We specialize in creating effective exit strategies for business owners who are ready to maximize their profits and retire comfortably.
You work hard caring for your patients. As certified financial planners with extensive experience with medical professionals and the unique financial challenges they face, we can help simplify those complexities so that you can understand the essential next steps.
We offer efficient financial services for individuals, families, and business owners seeking authentic, personalized guidance. As a certified financial planner in Pennsylvania, we understand the economic rules that affect your business.
Are you wondering how to strategically provide for your growing family or live your dream retirement lifestyle without spending beyond your means? As your trusted retirement advisor, we genuinely care about your success and look forward to helping turn your visions into reality.
You’ve worked hard to get where you are today. Now it’s time to plan for the future and beyond. We specialize in helping business owners create effective exit strategies and long-term plans that help them preserve their wealth and legacy for the next generation.
Learn why we make certain financial decisions by understanding how to talk about money with these financial planning resources.
Get ready to learn! Explore our YoutTube videos made exactly with you in mind.
If you’ve been searching for a “fiduciary financial advisor near me,” then you have come to the right place! As certified financial planners, we proudly uphold fiduciary standards and always act with our clients’ best interests at heart. As a fee based financial advisory, our advice to you will never be informed by commissions or other incentives. We want what is best for you and we delight in helping individuals and businesses achieve financial freedom and prosperity. If you’re ready to get on track to a fantastic retirement while enjoying a great standard of living now, let’s connect!
"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to help ensure funds are allocated wisely.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
We believe that our deep passion for giving back to our community and commitment to client education help set us apart. If you’re ready to join a caring community of like-minded advisors, contact us today.