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About CENTURION FINANCIAL STRATEGIES LLC
CENTURION FINANCIAL STRATEGIES LLC is a top financial advisory firm that provides personalized and comprehensive wealth management solutions to clients. They have a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans based on individual needs and goals
- Offers a wide range of financial services
- Specializes in risk management and retirement planning
- Provides ongoing support and advice to clients
Facts and Insights
CENTURION FINANCIAL STRATEGIES LLC has been in the financial services industry for over 15 years, and has built a strong reputation for providing quality and reliable advice to clients. They have helped numerous individuals and families achieve financial success through their expertise and commitment to their clients’ best interests.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
Client Types
CENTURION FINANCIAL STRATEGIES LLC offers their services to a diverse range of clients including high net worth individuals, young professionals, business owners, and retirees. They understand that each client has unique financial needs and tailor their services to meet those specific goals.
Fees & Compensation
CENTURION FINANCIAL STRATEGIES LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from third-party products. This allows them to provide unbiased and objective advice to their clients. Their fees are based on a percentage of assets under management and are outlined in their client agreement.
Background
The team at CENTURION FINANCIAL STRATEGIES LLC is led by [Name], a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. The advisors at the firm have diverse backgrounds and expertise, allowing them to provide a well-rounded approach to financial planning for their clients.
Financial Advisor Disclosures to Know
CENTURION FINANCIAL STRATEGIES LLC is a registered investment advisor and is required to follow a fiduciary standard, meaning they are obligated to act in their clients’ best interests at all times. They have no legal or disciplinary actions on their record and are committed to transparency and honesty in all their client relationships.