Strategic Planning for Meaningful Living
Take control of your time as a business owner and prioritize what truly matters. Let the experienced, Certified Financial Planners at Centennial Financial Group handle your retirement and exit planning, freeing you to immerse yourself in the great oudoors and a life outside of your business.
Johnstown, PA Certified Financial Planner™
Your Financial Independence is the Goal of Our Process & Strategies
Behind every plan or investment is a carefully tailored process that begins with a deep understanding of you and your goals. Then, we create a strategic roadmap that considers your concerns, desires, risk tolerance and time frame. Our holistic approach prioritizes your interests and involves using education as a powerful tool to help you understand every decision.
Your Time Matters to Us
Do your financial goals include traveling in an RV, enjoying time with family outside or maintaining your desired lifestyle after you retire? Our holistic client-first approach involves understanding your goals first and then creating a realistic plan to help you pursue them. To us, success means helping you “buy back” your time so you can spend it on what matters most to you.
Your Education Is Our Priority
We care deeply about your goals and helping you succeed. Whether you need a robust retirement plan, a plan to exit your business for retirement, or to create a lasting legacy, we're here to help. As fee-based financial advisors, we put your needs first. With your goals in mind, we will help you create a realistic vision and effective strategies for every life stage and every generation in your family.
Serving Needs at Every Stage of Life
We're here to help no matter the financial situation or phase you're in. Our first priority is helping you take care of yourself and your family. We want to learn more about you and what motivates you. If you aren’t sure what your goals and dreams are, we want to help you identify them. We’ll start as your financial planners, helping you to fill in the gaps and live your best life right now. Then, we’ll be your retirement advisor so we can help you map out a longer and more comprehensive journey to prosperous and enjoyable golden years.
Personal and Business Financial Services
We offer efficient financial services for individuals, families, and business owners seeking authentic, personalized guidance. As a certified financial planner in Pennsylvania, we understand the economic rules that affect your business.
Effective Roadmaps For Individuals & Families
Are you wondering how to strategically provide for your growing family or live your dream retirement lifestyle without spending beyond your means? As your trusted retirement advisor, we genuinely care about your success and look forward to helping turn your visions into reality.
Elevate Your Financial IQ with These Resources
Learn why we make certain financial decisions by understanding how to talk about money with these financial planning resources.
The Cost of Procrastination
Inflation & Retirement
A Look at Systematic Withdrawals
Meet Big Eth the Finance Geek
Get ready to learn! Explore our YoutTube videos made exactly with you in mind.
Certified Financial Planner Near Me
If you’ve been searching for a “fiduciary financial advisor near me,” then you have come to the right place! As certified financial planners, we proudly uphold fiduciary standards and always act with our clients’ best interests at heart. As a fee based financial advisory, our advice to you will never be informed by commissions or other incentives. We want what is best for you and we delight in helping individuals and businesses achieve financial freedom and prosperity. If you’re ready to get on track to a fantastic retirement while enjoying a great standard of living now, let’s connect!
What to Do with a Windfall
"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to help ensure funds are allocated wisely.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Join Our Caring Community
We believe that our deep passion for giving back to our community and commitment to client education help set us apart. If you’re ready to join a caring community of like-minded advisors, contact us today.