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 independence 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
- Download our Free Tax Preparation Checklist
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.