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.”
Please note our office is closed on Monday, February 19 in honor of President's Day! This Federal Holiday all began with Washington's Birthday. It was first declared a federal holiday by an 1879 act of Congress. The Uniform Holidays Act, 1968, shifted the date of the commemoration of Washington's Birthday from February 22 to the third Monday in February (between February 15 and 21, meaning the observed holiday never falls on Washington's actual birthday). Because of this, combined with the fact that President Lincoln's birthday falls on February 12, many people now refer to this holiday as "Presidents' Day" and consider it a day honoring all American presidents.
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.