Uncertainties of the stock market, fluctuating interest rate environment, and changing tax rates are great reasons to develop a long-term plan to create wealth. At Centric Financial Group, we take you through our process using the Two Economic Powers Approach created by Wealth Building Cornerstones to guide you in managing cash flow and understanding how to potentially create wealth. Welcome to your future journey toward your personal definition of financial success.
1. Use of trusted products
Products from the companies of OneAmerica®, Allianz, Lincoln Financial, BlackRock, & AssetMark and more.
These solutions selected allow for a well-constructed plan to meet the budget you decide. No minimums to start working towards a better future. We seek to understand each client's financial goals and objectives, and also, provide options and alternatives to work together as your collaborator.
2. Insurance + Investments + Actuarial Science
Balanced portfolios can achieve better results. Check out our white paper on this here.
3. Service & Clear Communication
Provide client-centric service. We use an educational process that provides meaning and clarity for the client as they develop strategies for the future.
Now more than ever, clients need and want assistance from an organization that focuses on building a high-trust relationship. We know that successful individuals are so busy with their careers and family commitments that they often fail to focus on their long-term financial needs. At Centric Financial Group, we are dedicated to developing an ongoing course of action to meet client objectives and follow up with regular reviews.
**Other entities referenced are not affiliates of the companies of OneAmerica unless otherwise noted.