How We Can Help

Everyone has goals in life, but often, no idea how to reach them.You need the right strategy to pursue your goals. Our advisors will show you a path to financial security, then walk it with you. 

Central Investment Advisors offers a wide array of personal financial services

Financial Planning

  • Retirement Lifestyle Planning
  • Lifetime Income Planning

Employer-Sponsored Retirement Plan Rollovers

Wealth Transfer

  • Creating a legacy
  • Beneficiary Designations
  • Endowments

Insurance Planning

  • Quality Healthcare in Retirement
  • Risk Management

Tax Advantaged Investing

  • Tax Planning
  • Self-directed IRAs
  • Traditional IRA
  • Roth IRA
  • 529 Tuition Savings Plan

Employee Benefits

  • Simple IRA
  • SEP IRA
  • 401(k) plans
  • 403(b) plans

Portfolio Management for non-profit organizations

How do I get started?

The first step in working toward your goals is finding the right advisor to help get you there. That’s why we offer no-obligation initial consultations. These meetings provide an opportunity for you to get to know the person who will be advising you, and just as importantly, for us to get to know you.

Find an Advisor