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Two men in suits in a business relationship, like the relationships that Century Financial offers to its clients.

Services for Individuals & Families

At Century Financial, you have options on how you choose to engage with us. 

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Investment Management

Helping you retire and stay retired demands a good investment strategy. Our commitment is to finding the best combination of upside growth & downside protection for your portfolio.

Services include:

  • Customized portfolios

  • Cost-conscious recommendations

  • Tax-efficient strategies

  • Regular rebalancing

  • Appropriate diversification

  • Values-based investing

  • Pre-planned Strategy Reviews

What to expect:

  • Cost is % of assets managed

  • Education about we recommend certain investments over others

  • Updates on how your accounts are performing

  • Flexible strategies that can be changed when appropriate 

Financial Planning

Financial Planning

Sometimes, you face many financial challenges outside of managing an investment account. Financial planning addresses your whole financial picture. This service is ideal who want personalized financial advice, without having to invest money yet.

Services include:

  • Goal Setting

  • Cash Flow Planning

  • Net Worth Statements

  • Retirement Analysis

  • Investment Planning

  • Debt Management Strategies

  • Insurance & Risk Management

  • Tax Reduction Strategies

  • Estate Planning & Wealth Transfer

  • Stock Options & Equity Compensation

  • Charitable Giving

What to expect:

  • Flat-fee arrangement

  • An online portal that helps you visualize ALL your financial accounts, including non-investment accounts

  • Personalized action items for your financial picture

  • Quarterly strategy meetings to keep you on-track

  • Coordination with CPAs, attorneys, bankers, & other professionals

Comprehensive Wealth Management

Comprehensive Wealth Management

Most often, our clients need both quality investment management that works together with a financial plan. Comprehensive wealth management is likely the answer. In this service, we combine the two services listed above for one fluid, streamlined relationship that encompasses your whole financial life.

Services include:

  • All services listed under "Investment Management"

  • All services listed under "Financial Planning"

What to expect:

  • Cost is % of assets managed

  • All other expectations of "Investment Management" and "Financial Planning"

Ready to Take the Next Step Toward Financial Independence? That’s Where We Come in.
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