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Our Services

Financial Diagnostic Service

This service is suited for investors who manage their own affairs but wish to have an independent review of their finances. It is specifically designed to provide a comprehensive assessment of your current financial situation identifying areas of potential vulnerability. These areas include:

  1. Cash Flow Management
  2. Insurance
  3. Investments
  4. Education Planning
  5. Retirement Planning
  6. Long-Term Care
  7. Estate Planning
Upon completion, clients will be alerted of any potential problems and viable solutions in each area.

Wealth Management Service

This service focuses on wealth accumulation and preservation and is recommended for individuals who desire professional guidance to establish, manage and monitor their investments for the long-term while maintaining discretionary control of their portfolios.

Our Wealth Management Service includes:

  • Providing a diagnostic of your current investment holdings
  • Establish investment objectives based on your personal goals and degree risk tolerance.
  • Construct a customized asset allocation around your objectives, including taxes and risk-adjusted returns.
  • Research appropriate investments, present recommendations and educate each client in a clear and understandable manner.
  • Establish portfolio accounts, assist in implementing agreed upon recommendations and handle all paperwork.
  • Provide ongoing review and rebalancing to ensure your portfolio stays within your allocation parameters.
  • Maintain communication through regularly scheduled quarterly meetings to review performance and ensure goals are met in a clear and consistent manner.

Included in the above mentioned service we also:

  • Set up all accounts including IRA’s, 401(k)’s and Trust accounts
  • Coordinate transfers and consolidation of all investments
  • Review investment options outside our scope of monitoring including company pension plans
  • Maintain state-of-the-art computerized record-keeping
  • Provide repository of all investment information available 24/7 through private website access
  • Coordinate the exchange of financial data with your other professional advisors

© 2014 Century Financial Group, LLC | 4035 Ridge Top Road, Suite 550, Fairfax, VA 22030 | All rights reserved
P: (703) 537-3658 | F: (703) 738-2175 | info@centuryfinancialgroup.com |
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