Since 1994, Central Investment Advisors have helped individuals and families achieve their short- and long-term financial goals. We can help with everything from funding a college education to retirement planning, including IRAs and 401k rollovers.
When you choose Central Investment Advisors to serve your investment needs, we take our responsibility to you seriously and strive to maintain your trust. Your success is our motivation. Our goal is to always provide the prompt, professional level of service you deserve. We have earned our reputation as trusted financial advisors by maintaining a high level of personal and professional integrity. We endeavor to build long-term relationships based on mutual respect and strict adherence to the fundamental principles of goals based investing.
Our advisors are securities registered and insurance licensed professionals. They regularly complete continuing education courses to stay abreast of changing regulations and best practices for assisting clients. Just as important, your advisor is a member of the community in which you live, not a voice on the phone from a distant call center.
Central Investment Advisors makes available a variety of planning services and investment options through INVEST Financial Corporation.
- Financial Goal Plan
- Retirement Lifestyle Plan
- Lifetime Income Plan
- Asset Allocation Plan
- College Savings Plans
- Risk analysis
- Traditional IRA
- Roth IRA
- 401(k) Plan administration
- Savings Incentive Match Plan for Employees
- Simplified Employee Pension
- Mutual Funds
- Fixed and Variable Annuities
- Real Estate Investment trusts
- Unit Investment trusts
- Life Insurance Products
- Retirement Savings Rollovers
Personal Retirement Savings
Business Retirement Plans
Financial tools to meet your needs
As time goes by and situations change, it’s likely you will have retirement savings with different investment companies. This can make managing your investments difficult. Consolidating your retirement savings with a financial professional and developing a comprehensive retirement plan can help keep you on track to achieving your goals by:
- Saving on fees and reducing expenses
- Improving your investment mix to balance risk and reward, avoiding over-exposure to a particular market sector
- Establishing a predictable retirement income stream