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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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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.