Covering All 4 Bases of Wealth Management
Do you realize that your 401k / 403b / IRA likely represents your largest tax liability? What are you doing each and every year to keep that liability to a minimum?
Are you aware that if you haven't updated your estate planning in the last few years, you could end up with unintended consequences? Has your estate planning attorney kept in touch with you to update your documents?
How do you create sustainable and consistent income from your retirement savings? How do you protect and maintain that income during bear markets (like 2008)?
What is your Portfolio Efficiency Ratio (PER)? How does Open Source Portfolio Design (OSPD) help you enjoy more consistent returns?
Do you have questions about your retirement Planning?
We’ve got answers...
Request a no-obligation consultation with an advisor from Centennial Wealth Advisory, LLC!