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Gain Control of Your Finances

Now and Through Retirement

We Take a Holistic Approach to Planning Your Financial Future

You may only be interested in fine-tuning your portfolio or reviewing your retirement plans, but it’s our fiduciary duty to make sure your entire financial picture is covered. While we’re assessing one piece, let’s make sure the other’s are working hard as well.

Our Services Include:

Cash Flow Torrance, CA Centaurus Financial Inc. Cash Flow

  • Budgeting
  • Debt management
  • Liabilities
  • School loans

Personal Insurance Review Torrance, CA Centaurus Financial Inc. Personal Insurance Review

  • Homeowner, renters and auto insurance
  • Life insurance
  • Annuities
  • Long-term care
  • Disability
  • Property and casualty
  • Beneficiary reviews

Retirement Planning Torrance, CA Centaurus Financial Inc. Retirement Planning

  • Retirement account(s) review
  • Retirement goals
  • Personal risk assessment
  • Time horizon
  • Income strategies
  • Social Security benefits
  • Long-term care benefits
  • Healthcare in retirement
  • Beneficiary review

Life & Estate Planning Torrance, CA Centaurus Financial Inc. Life & Estate Planning

  • Choosing who you need to plan for including children, parents and other relatives
  • Deciding between a will and/or a trust
  • Advanced directives
  • Your duties as someone else’s trustee or executor
  • Beneficiary review

Education Planning Torrance, CA Centaurus Financial Inc. Education Planning

  • Children/grandchildren
  • 529 plans
  • Personal
  • Time horizon

Investment Review Torrance, CA Centaurus Financial Inc. Investment Review

  • 401(k), 403(b) and 457
  • Traditional IRA
  • Roth IRA
  • Current portfolios
  • Portfolio risk
  • Investment policy statement
  • Asset allocation recommendation

Are You Excited to Get Started?

Schedule a Call Today