Any financial planner can tell you what to do with your money.
At Centry Financial, it’s more than that. We offer Financial Planning in Willoughby OH. We’re passionate about people. We take the time to understand you. Our range of high-touch services help us plan for your financial future – and aim to provide peace of mind.
We offer financial planning that may include:
Tax efficiency
Investments
Retirement
Estate planning
Insurance
Charitable giving
College and
education funding
Cash flow
management
Business
succession
And strategic investment advice that’s:
Based on your goals, objectives, timing, and risk tolerance
Customized and created in your best interest
Managed on your behalf
Monitored and evaluated regularly
What is “fee-only” and why should you care?
You want a financial planner you can trust. Period.
Our firm is fee-only. That means the only person paying us is you. We don’t accept commissions for recommending any financial products to you. As a CERTIFIED FINANCIAL PLANNER™, we have a fiduciary responsibility to act in the best interest of our clients. So, you can trust that our advice is always focused on you and your needs.
Even if you don’t choose Centry Financial, we recommend you look for a fee-only financial planner to ensure their advice is all about what’s right for you. We offer Financial Planning in Willoughby OH.
Why “Centry” Financial?
In Latin, “centry” means “center.” Having a strong, centered plan for your money offers you security during life’s ups and downs. Times may change — but our advice always stays focused on you. We offer Financial Planning in Willoughby OH.
“To me, ‘centered’ means you have a place to go back to in times of uncertainty. A grounding. A long-term financial plan does just that for people during changes in the market or moments of financial instability.”
— Janice
