WELCOME,
At Centric Financial Services, we are focused on helping you to pursue your financial goals. We leverage our vast experience to bring you customized financial strategies. We take the time to understand your issues in order to build a long and successful business relationship. We look forward to assisting with all of your financial planning, investment* and insurance needs.
Newsletters
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Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
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A Map to Guide Your Family
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
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HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.