Financial Planning Doesn’t Just Mean “Saving Money”

Comprehensive financial planning encompasses:

  • Understanding you and your goals and dreams
  • Determining and implementing the steps to get to your preferred future
  • Ongoing monitoring and advice
Let’s Start a Conversation

We evaluate where you are and what you have, then guide you along the path of success, as defined by you

Understanding your story allows our analysis to start with your facts and time horizon, as well as your preferences regarding risk, taxes, and charitable giving. Our recommendations are customized to your situation. You won’t find a one-size-fits-all approach here. Our relationship with you entails ongoing monitoring and communication regarding your financial journey, especially as your seasons of life change.

Growing Your Assets to Serve Beyond Your Personal Needs

  • Share from Abundance
  • Influence the Influencers
  • Prepare the Next Generation
Learn More

Guaranteed

Chances are that there are existing barriers preventing you from taking a step toward financial planning or maintaining a consistent pace. Are you able to get up in the morning and do a good day’s work? How do you manage your routine and stress? … These things are important factors in considering financial planning.

Read Article

Client Testimonials

The value Centurion Advisory Group brings to our family is in thoughtful guidance with wisdom-backed experience. When we have questions, they do not force us into a mold, yet are not so afraid to guide that they keep quiet. When we need and want input, they are ready to assist us in making a great decision. When we just need assurance of what we think we already want to do, they play well to that also. We are confident that we are receiving instruction that is battle-tested.

Garrett and Grace

They [Centurion Advisory Group advisors] ask really great questions, things I didn’t even think about, that made me think “Why am I doing this? What is this all for?” And I never looked back. Their advice helped me grow professionally and personally. It made a world of difference.

Suzanne

In my engagement with Centurion, I determined that the value of what I have learned about running the business, understanding my financials, and the ongoing accountability and advice is well worth the price I’m paying. I now have a much better understanding of the financials of the company and my responsibilities regarding them.

Roy

“I feel like I am Your Only Client.”

At CAG, we believe that serving the right people, the right way, at the right time is the formula for a successful long-term partnership. Our philosophy is that anyone can create a meaningful lifestyle, be good stewards of what they’ve been entrusted, and pass on a legacy of generosity, when they have a strong sense of purpose. To that end, we commit ourselves to building relationships for generations to come, walking along side you in your life’s journey.

If you want to take a step today, we’d love to hear from you.

Contact Us