About Centric Financial Group
Let our experienced team work for you!
Cheryl Evans, founder and general agent of Centric Financial Group wanted to begin an organization that is client focused and where building high trust relationships are paramount.
We pride ourselves on working with our clients to help them build a solid financial future by using appropriate strategies and products. We offer a wide portfolio of insurance and investment options.
Our process is customized for each client:
- Identify the client's current financial accomplishments
- Discover their long-term goals and objectives
- Analyze the risk in the event of death, disability and long-term care needs
- Recommend products
- Utilize asset allocation strategies for investments
- Help facilitate the underwriting process
- Provide updates and reviews to provide a scorecard of results