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How We Work

Centric Financial Group is an insurance and investment agency that utilizes The Two Economic Powers Approach to help clients understand and validate financial concepts and behaviors. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation to success.

We are fortunate to offer a wide variety of financial products and services to provide financial strategies for individuals, families, business owners, executives and employees.

About Us

Your Center for Financial Success

Uncertainties of the stock market, interest rate environment, changing tax rates and the impact of inflation are reasons for clients to develop a long-term strategy. At Centric Financial Group, we offer skilled leadership and systems that help you in your journey toward financial success.

Our goals are to:

Offer quality products and services that suit the needs and budgets for each client. We seek to understand each client's financial goals and objectives.


Utilize economic-based systems that allow the client to see the impact of their financial decisions.


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.


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