Expertise

Guidance and Coordination

At Central Wealth Management, we have seen that the best financial strategies incorporate your entire financial framework to achieve your goals. Accomplishing this, however, can be complex. Together, we can work with you and the various professionals whom you have entrusted to ensure your objectives are met. With over 20 years of financial planning experience, we’re confident that we can help you put together a comprehensive plan and add value to your financial future.

Retirement Planning

Saving for retirement may be the most important step in constructing your financial future. With an abundance of choices, rules, laws, and taxes, we want to help evaluate your options and make the most of your hard-earned savings. We want to take out the stress of retirement by helping establish when to retire and how much savings you will need to provide your desired standard of living. Even if retirement seems far away, planning for it starts today. We’re here to help.

Asset Management

Efficient strategies and dependable security: this is what our asset management can provide. Our in-house analysis and incorporation of state-of-the-art investment software gives you the knowledge and transparency to invest confidently knowing why investment decisions are made. On a platform with over $1 trillion managed, you can rest assured knowing that sophisticated security systems are safeguarding your investments from external threats.

Insurance Solutions

In an uncertain world, we can help provide you with comfort. With your goals in mind, we want to establish safeguards that will help you succeed in the face of any adversity. We believe that insurance can be an important and cost-effective way to protect your goals while finding you the lowest rate among dozens of the highest rated carriers. As the old adage goes: the best offense is a good defense. We can find the best defense specific to you.

Other Services

• Disability
• Long Term Care Insurance
• Charitable Planning
• Estate Planning
• 401(k) and IRA Rollovers
• Executive Benefits
• Succession Planning
• Key Person Insurance
• Deferred Compensation

Contact us for more information.

Analyst’s Corner – Finance Blog