Services Offered

planner with coupleCentaurus Financial offers independent financial planning and advice in the following key areas: 

  • Investment Planning
  • Risk Management
  • College Funding
  • Retirement Planning
  • Estate Conservation

Our services are designed to help you answer the following questions:


  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?