Centurion Advisory Group

Ever wondered what to do with the highly appreciated stocks in your portfolio? We give a few ideas in our latest video: https://i5lxhfym.pages.infusionsoft.net/ #investments #stocks #finance

Are you concerned about how your investment portfolio has weathered the storm this quarter? Check out our latest Quarterly Recap of 2020 here: https://centurionag.com/3rd-quarter-2020-market-recap/

Do you have questions about how retirement plans can be set up? Learn more about Combo Plans in our latest blog post here: https://centurionag.com/what-is-a-combo-plan/

What do you want? Learn about CAG's Planning Process in our latest video here: https://s9ikduv7.pages.infusionsoft.net

Ever thought about investing in Opportunity Zones? Read our latest blog here: https://centurionag.com/investing-in-opportunity-zones/

We at Centurion, have had conversations with many who, between financial assets, business interests, and real estate, have assets of between $2 million to $20 million. For those of you in this category, how do you manage well and prepare for transition to the next generation? We offer the following thoughts in our most recent blog post. https://centurionag.com/are-you-in-between/

Why should you choose Centurion for your financial planning? We help families identify preferred futures, evaluate options, and customize a plan specific to the family, which minimizes risk and maximizes lifestyle and legacy across generations. Taking care of you is what we are here for. Check out our website to learn more! https://centurionag.com/comprehensive-financial-planning

Our latest newsletter provides you a recap of our August blog posts! From tips to managing your credit score to success stories of female billionaires, follow this link to read up on what we're talking about! https://centurionag.com/blog

Is the stock market a mystery to you? It is to a lot of people! We can help you understand it and teach you strategies to invest your money. Check out our website to find out who you can talk to about investing your money. https://centurionag.com/comprehensive-financial-planning

Are you a business owner? We help company owners develop a retirement plan which offers benefits to employees, maximizes retirement and tax benefits for owners, and helps reduce fiduciary liability, in a cost-effective manner.

How can you benefit from a family office approach to the management of estate and financial plans? Learn how by following this link.