Centinel Financial Group is dedicated to helping our clients be more clear, confident and capable of being financially secure in retirement. This type of planning requires a delicate balance of accumulating assets while drawing an income from assets. It also involves having a trusted advisor that knows you personally and what your intentions are for your retirement. Our goal is to help you enjoy your retirement years.
We work together with you on your unique retirement plan, from building your portfolio, to helping you sustain your portfolio, and designing an income withdrawal strategy that is tax-efficient and balanced.
We personally tailor strategies that help your assets keep pace with inflation, the rising costs of healthcare, and ever-changing investment and tax environments. We start with your intentions first, then build in contingency strategies for life cycle changes and estate planning.