top of page

Centaurus Financial, Inc.

Services Offered

planner with couple

Centaurus 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?

bottom of page