FINANCIAL SERVICES


 

Our financial services offerings have positioned our clients to take control of their finances and ensure they meet regulatory standards, optimize their portfolio, and position their personal and business investments to be successful.

FINANCIAL SERVICES OFFERINGS

 
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Centurion Financial Services, Inc. takes a personal approach toward paying all of your bills and financial obligations. We make sure that we pay your bills, such as mortgage, car payments, credit cards and others in a timely manner. We also assist with the arrangement of service needs when you relocate; for example utilities, cable and telephone. In addition, we have established strong, long-standing banking relationships that allow us to help you obtain financing such as home and auto loans, lines of credit, credit cards, refinancing and other banking services.

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Our team prepares household and business expense budgets, and you are able to compare them to actual spending to more easily identify and control costs. We also prepare monthly, annual, and multiple-year cash flow charts and budgets that will enable you to visualize and define your financial goals, monitor living expenses, and establish wealth accumulation targets. We then provide actual historical versus budgeted comparisons to assist you in evaluating your spending and investing experience, so that your wealth accumulation targets can be monitored and goals attained. For your money management, our first class team of expert investment advisers are able to assist you in creating a tailored portfolio that will allow you to meet your personal goals and future financial needs.

 
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Our firm has the financial knowledge, experience and instincts that are required to assist you in today’s challenging business environment. Our professional team will help you identify, analyze, and address the strategic issues of business development.  

We will aid you in making sound business decisions by developing an in-depth understanding of each company’s dynamics and then defining the essence of the opportunity or challenge involved. We also provide a range of customized strategic counseling services, executive coaching and facilitation services to support business owners and help them achieve desired results. 

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Almost every business transaction or investment decision is driven by tax implications. Whether you are considering real estate, a business venture, or you are undertaking any major financial strategy, tax advice may significantly impact the final decision. Our goal is to provide you with efficient and accurate tax preparation that ensures the best possible tax benefits. Our tax team is engaged in ongoing research, planning and consulting services for individuals, businesses, and charitable organizations. We will assist you in developing methods to reduce your liabilities and produce accurate liability projections in accordance with the law. The combination of technical skills, continuing education, and creativity of our tax professionals helps you to survive and prosper in an increasingly complex environment.

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Check out our WEALTH MANAGEMENT offerings