Century Management Financial Advisors offer comprehensive wealth management services.
Investments include our value-based, personalized individual stock and bond portfolios, as well as fundamentally constructed mutual fund and ETF strategies.
Whether you choose to engage in a comprehensive plan or have a more narrowly defined focused plan in mind, by identifying your long-term financial goals and objectives, we can help you identify what to improve, develop or change as it relates to your wealth plan.
Risk Management Strategies
In conjunction with our insurance specialist partners, we identify the risks as well as provide solutions in order to reduce the financial damage to your wealth plan should a catastrophic or unanticipated event occur. This includes the areas of life, disability, liability, and long-term care insurance.
We will work with your existing accountant, or with one of our tax specialist partners to help you identify potential savings or restructuring opportunities that will further help you maximize your wealth.
With your existing estate attorney or with one of our estate and trust specialist partners, we review ways to formalize vehicles to help you protect your estate, reduce the administrative burden, as well as help you distribute your assets in an efficient and financially beneficial way to the people and causes you cherish.
Retirement planning changes throughout your different life stages. In the early years we focus on tax efficient strategies that help you accumulate enough money for retirement. As retirement age comes into focus, we help you target the specific income and asset goals that will be needed. Once retired, we help you balance your income and expenses with maintaining financial freedom and peace of mind.
Specialized Planning & Education
Our team will help you optimize your social security, provide you with the education necessary to make smart Medicare decisions, help you develop a comprehensive plan to pay for college, assist you in talking to your kids about money, budgets, and how to begin investing.