Centurion Advisory Group

Financial Peace of Mind is a Complimentary Service

There are probably a thousand questions in your mind about your financial future. We would like to be able to put you at ease and ensure that your future is secure. The first step is for us to gain complete understanding of the needs, concerns, and desires of our clients as our client. Once these have been ascertained, we develop specific steps of action built around the following financial index:

- Income Protection
- Asset Protection
- Debt Management
- Investment Management
- Estate Planning

For Individuals and Families

Financial Planning

Our clients come to us with many questions and concerns about their futures, and whether they will be able to maintain the lifestyle they prefer. Joel and Pam's story is a common one:

Joel came to us, in his early 50's, consumed by anxiety over the gyrations in the stock market. Joel and Pam knew when they wanted to retire, that they wanted to play golf and tennis consistently at that time, and how much income they wanted from their portfolio. What they didn't know is whether their current assets and contributions would get them there. This had led them into making investment choices that didn't fit their temperament - all in an effort to score a big gain. These choices had led to many sleepless nights, and much anxiety about their money.

As a result of our providing a comprehensive analysis of their situation, Joel and Pam realized that they could continue on their current path, add just a few more dollars a month, and reach their goal, all without undue risk of capital. By converting an unknown into a set of knowns, and a clear path to follow, Joel and Pam have relaxed, continued working, and are enjoying watching progress toward their future.

Investment Management

The professionals at Centurion help our clients develop an overall investment strategy customized to their investment temperament, portfolio size, and life needs. These plans are committed to writing in an investment policy statement (IPS). This document tells how we will employ your money to get it where you want it to go in order to meet your goals.

Once a quarter, we review the performance of the portfolio with you, to reconfirm that we are on track to meet your goals. We emphasize an ongoing dialog with you so we are both confident of your progress.