Wealth Management / Financial Planning
Strategy is Key
Centurion Strategic Advisors takes a goals-oriented approach to wealth management. We get to know our clients and what they want to achieve. We back engineer a wealth management strategy with the explicit intent of achieving the client’s goals.
As Fiduciaries, our duty is to our clients and their best interests. With access to the vast instruments across the investing universe, we do not limit what investments or products we recommend to our clients. We educate our clients on different investment instruments, what they are trying to accomplish, the risks involved, and the costs associated with those investments. We believe an educated client is empowered to make better decisions about their future.
The process generally involves the following three steps:
- We get to know you and/or your business, what is important to you and what you want to achieve.
- We go back and prepare an analysis of your current situation, compare it to your goals and what you are currently doing or not doing to achieve those goals. We create strategies and the plan for achievement.
- We present you with an analysis that will paint the picture for today and the future. We either confirm your current activities are on the right path or we will show you alternative strategies we developed to help you achieve your goals.
For further information on the areas of planning click here.