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Estate & Generational Wealth Transfer

Centinel Financial Group works with you, and your legal and tax advisors, to help establish an estate plan that is efficient, orderly, and structured with your intentions as the primary focus.

We help you control your assets according to your wishes, reduce unnecessary taxes and administrative costs, and help ensure the proper management of your affairs should you become unable to do so.

More fundamentally, we will seek to understand what is important to you, what you value, and what legacy you want to leave. We recognize the confidentiality of your intentions and treat that as the cornerstone of our relationship.