At Client Centered Financial we are passionate about our motto to “Prepare - Live Now - Live Well.” It is our ultimate intention for every client. We provide personalized financial services to individuals, families, and businesses, recognizing that every situation is unique. Through our on-going process, we listen, and help you find clarity on where you want to be, and educate and guide you about ways to get there. From Financial Planning to Retirement Income Planning our team is here to help and support you as you start your journey to “Prepare - Live Now - Live Well.”
Our office will be closed on Thursday, November 23 and Friday, November 24 to Celebrate the Thanksgiving. holiday with our families and friends. We wish you and your family a Happy Thanksgiving! Please note Thanksgiving is a U.S. Stock Market Holiday, during which the U.S. Stock Market, including the Nasdaq and New York Stock Exchange (NYSE), is closed. The following day, the stock market hours are also affected, with an early closing at 1 pm on Black Friday
You have a spouse or partner
You have children
You have an aging parent or disabled relative who depends on you for support
Your household depends heavily on your income
Your retirement savings or pension won’t be enough for your spouse or partner to live on should you pass away
You own a business, either solely or with partners
If you answered yes, it's time!
We work with you to come up with a plan according to your needs and circumstances.
From asset allocation to portfolio strategy and implementation
Choose and manage the right kind of Retirement plan for your particular business
Protect your family and future with the right coverage, term, permanent, long-term care.