While we can’t predict the future, we know challenges lie ahead. Some are expected, like raising children, purchasing a home or retirement. Others are unexpected – injury or illness, death of a loved one, or career changes. When life changes, so do your finances. With a little planning, you can feel more in control of your future.
Whether you are on the verge of retirement, sailing along mid-career, or just starting a job, it’s important to think ahead and prepare for the future. In an uncertain world where investment returns are unpredictable, developing a sound financial plan is the smart way to increase the likelihood of reaching your short- and long-term financial goals.
Ready to get started? We can help.
What makes Central Investment Advisors different?
For us, it’s personal. We take time to get to know you and your financial goals. Then we work with you to develop a strategy you understand and are comfortable with, to meet those goals. As your personal financial consultant, we are responsible for prudently investing your financial assets in a manner consistent with your goals, personality, personal preferences and financial position. We will inform you ahead of time of the costs and benefits of working with a professional investment representative of INVEST Financial Corporation.
It's about more than your investments.
We live right here – in the same community as those we serve. We never lose sight of the fact that your investments represent the hopes, dreams and aspirations of a friend and neighbor. Additionally, because we are located at Central Bank, we can work with your banker as part of a team of personal financial professionals you can rely upon to serve all your financial needs.