Wealth Management Florida
Centennial Financial Services is dedicated to meeting your total needs and helping you develop financial strategies that match your unique lifestyle in order to help achieve your specific goals.
Planning for Your Financial Future:
In today's financially demanding and complex world we recognize the need for comprehensive financial planning and insurance advice. Therefore, we recommend a customized approach to analyzing your financial needs. As a first step in this planning process, your Infinex Financial Consultant will work with you to develop a personalized, comprehensive investment and insurance strategy.
- Needs Analysis: First, we carefully listen to our clients and develop an understanding of each client's objective, risk tolerance, time horizon, tax situation and personal preference.
- Building Your Portfolio: Next, we develop a strategy to include asset classes which interact with one another to provide the best opportunities to help meet your goals. These can include equities, fixed income and alternative investments and may be implemented using individual securities or via mutual funds.
- Managing, Monitoring and Reporting: After the investment strategy is determined, we help manage the portfolio and monitor the performance as well as the potential impact of changing markets and economies.
A Relationship with Infinex:
To assist you with your financial strategy, the financial consultants of Centennial Financial Services have formed a relationship with Infinex Financial Group. Through this relationship, our customers will have access to a full range of options, including financial needs analysis, mutual funds, annuities, insurance products and more. Infinex Financial Group was formed by community banks, is owned by community banks, and concentrates on working with community banks since 1993.
To speak with a financial consultant for more information and to request a free Financial Review, please call:
Financial Advisor, CRPC
Ins. License : w167594
Life – Health - Annuity
Not FDIC Insured | No Bank Guarantee | May Lose Value
Not a Deposit | Not Insured by any Federal Government Agency
Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Centennial Bank is a trade name of the bank. Infinex and the bank are not affiliated.