Our Services

The financial planning process at Centennial Investment Advisors is tailored to your situation. In some cases addressing short-term issues and at other times, comprehensive analysis that begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific plan and the action items to implement that plan.

With changing economic conditions and market swings, we advocate clarity in your life-long plans, integrating all of your options into a cohesive strategy that will support these plans.

Then, our unique proposition is holding you accountable for the implementation of your plan over the next several months/years. This may include investing sensibly over the long term, maintaining an adequate level of insurance coverage, and taking advantage of your employer benefits. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Over the long term it is our objective to keep you informed of changes in laws and regulations that affect your plans and the options you have chosen.

Some of the services we offer:

1) Asset /Liability Management
2) Cash Flow Analysis
3) Insurance Analysis
4) Retirement Planning
5) Investment Planning
6) Estate Planning
7) College Funding
8) Funding Special Needs Trusts