When can you afford to retire? How much can you spend each year without "drawing down" your savings? How do you manage your assets once you are retired? We can provide you with powerful, yet simple answers to these questions.
We would be happy to create a financial plan uniquely for you - and we update plans as necessary, as goals and circumstances do change. With advances in healthcare, your retirement may last longer than your career! So you need a steady stream of income that can last for decades, and a coordinated tax and investment strategy to help you defer or reduce taxes and other financial risks.
As an independent advisor, we are able to recommend the best strategies to help you realize your retirement objectives, without any outside interference. If you are like most people, you probably think that seriously planning for retirement sounds painful. But it doesn't have to be. At Centennial Wealth Advisory, we use our knowledge, experience and patience to simplify the process. Often, the hardest part is simply picking up the phone, and making an appointment. If you can do that, we can take you the rest of the way.
Services Offered
· Portfolio Investment Management - we design a portfolio unique to your circumstances in order to match your investment goals with your investment tools.
· Retirement Portfolio Tax Management - often your largest tax liability, we evaluate your options for tax-free distribution strategies.
· Retirement Income Management - provide you guaranteed income that increases over time while protecting your principal.
· Annual Income Tax Management- initial and ongoing evaluation of income tax return to ensure you are taking advantage of all opportunities to reduce your annual tax liability.
· Estate Distribution Planning - strategies that help you structure a meaningful distribution of your assest in the manner you desire.
· Legacy Planning - we assist you in developing a legacy for your family (or charities) that supports your value system in a positive and meaningful way.
The majority of our planning services are delivered on a fee basis. The fee is determined on the amount of work involved in any specific project. Portfolios are managed on a fee schedule that is based on a client's individual portfolio design and structure.
Core Planning Concepts
Click on THIS LINK to watch and listen to Centennial Wealth Adivsory's Michael D. Reese explain his Core Planning Concepts:
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