Centurion Advisory Group
About
We choose to listen, plan, guide, with a focus on helping clients make good decisions related to money. We find that our clients have questions about how to prepare well for retirement, how to pay less in taxes, and how to make sure they don't run out of money in retirement. We help them prepare for all these concerns.
The satisfaction gained from watching clients do well in life, achieve important milestones, such as retirement, successful sale of a business, a dream vacation, college educations for their children, making a difference with their money, and other goals, and knowing we had some small part in the process.
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Frequently asked questions
What is your typical process for working with a new customer?
Our onboarding process starts with two conversations, each typically an hour to 90 minutes long. These are discovery conversations, which are a part of the client candidate determining if we are the right firm for them, and us determining of the client candidate is the right new client for us. From this point, assuming we decide to work together, we ask the client to send complete financial information, so we can begin the process of completing a thorough financial analysis.
What education and/or training do you have that relates to your work?
I passed my CFP test in 1997, I'm an Accredited Investment Fiduciary (AIF), and a Certified Kingdom Advisor (CKA). My colleague and co-lead, Sandy LeRoux, will be taking her CFP comprehensive exam in the fall of 2020.