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How to Get Started with Century Financial

No high-pressure sales. No locking doors until you sign. Our process is designed so that you are comfortable enough to ask any question about your finances. If it doesn't make sense to proceed, you're free to tell us at any time.

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Our Process

Trust and mutual respect our important in any relationship, especially with your wealth managers. Our process is designed so that we can shake hands and part friends if either of us feel it's not a good fit. If we do mutually agree on the areas to partner, we will ensure that the transition to working together is as comfortable a journey as possible.

Introductory Call

Every successful retirement story has to start somewhere, and we like to start by getting familiar with each other. We'll discuss:

  • Your family

  • Your goals

  • Your business

  • Your concerns​

Before we ask you for financial & personal data, we want to ensure that we'll be a good fit for your needs.

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Duration: 15 minutes

Want to know if you're a good fit for our firm?

Want to learn what services might fit your needs?

Ready for the next step?

Schedule an appointment for a complimentary initial consultation.

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