Centauri Advisory Group Inc – Your Zelienople Wexford Planning Company

  • Centauri Advisory Group Inc is a full-service financial consulting firm that offers you a well-planned, secure financial future.
  • We provide an integrated, seamless approach to meeting all of your financial, investment, tax planning and asset management needs. Whether your goal is to build assets, achieve financial independence or plan for passing your wealth to the next generation, we can outline a strategic plan according to your specific financial objectives.
  • When we meet with you, we want to get a thorough understanding of your financial situation. We consider many variables–your age; your spouse’s age; your accumulated wealth; your anticipated income; the ages of your children; your short-term and long-term goals–as we create a financial services and products package for you.
  • When necessary, our staff of talented professionals draws on a network of experienced, qualified accountants, attorneys, actuaries, Certified Financial Planners and other experts who work with us as a team to find solutions to complicated situations.
  • We offer Financial Planning focusing on one or more of these areas of interest:

    Retirement Planning Cash Management Education Planning Business Planning Estate Planning

  • It is critical that our planning recommendations are responsive to your goals and comfort level. We follow an action plan that includes identification of your goals, risk tolerance and investment preferences. Our recommendations may include:

    Asset Repositioning Cash Management Strategies Tax Advantage Strategies Accumulation Techniques.

ESTATE PLANNING

With Estate Planning, your focus is not on accumulating financial resources for specific lifetime purposes. Instead, the goal is an efficient and tax-advantage collection for management and distribution of your resources at death. Our understanding of applicable Federal and State Tax Codes is essential for helping you achieve your goals, which may encompass the following:

Reducing the Estate Tax Base Providing adequate Estate liquidity Ensuring competent management of assets Ensuring the proper distribution of assets to heirs

RETIREMENT PLANNING

Planning for financial independence is critical, especially for clients over 40 years of age. Our planning process defines your goals for the quality of life after your working years are over. By measuring your ability to meet these goals, based on your current financial position and selecting strategies for improving your progress, our recommendations may include:

Asset Repositioning Tax Advantage Strategies Cash Management Strategies 401(k) Planning

EDUCATION PLANNING

The increased cost of higher education has made education planning an important part of overall financial planning. The goal setting sessions, accumulation techniques and planning procedures represent a step-by-step approach to education planning.

Important Client Disclosures
ADV - Investment Adviser Public Disclosure

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