HELPING YOU RETIRE
WHAT WE DO
With the thousands of financial products and solutions that exist in the marketplace today, a suitable recommendation can truly only take place within the framework of a comprehensive retirement plan. At City Center Financial, LLC, we utilize our proprietary planning process to help you Know Your Retirement® and to plan for your retirement. CLICK HERE to read more about why.
At City Center Financial, LLC, we host many events near our office LOCATIONS. Our workshop topics vary, but we do offer consistent Retirement Planning workshops throughout the community as our major focus. We are also a preferred provider of Wiser Social Security Workshops. For more information about any upcoming workshops please call us at 888-267-1321
Annuities can be a critical part of any solid financial plan, but unfortunately, we at City Center Financial, LLC find that many annuities are not utilized in the most efficient way possible. As a retirement planning firm you MUST know annuities inside and out, and we're proud of our background and training in this area. To learn more about our annuity offerings and what makes City Center Financial, LLC unique in this area, visit our annuity page HERE.
Retirees have unique needs when it comes to investing their assets. There are essentially two events that will consistently have significant negative consequences on a retirement plan. #1: Large early market losses in retirement. #2: Sustained market losses. Our investment strategies focus on utilizing tactical allocations with strong cash components to help clients avoid these two retirement plan busters.
SOCIAL SECURITY PLANNING
Most of our clients are surprised when we inform them that the Social Security Office is actually prohibited from giving advice related to Social Security. Additionally, Social Security changes were announced in 2015 that significantly reduced future retirees' opportunities for enhanced income, forcing many to rethink their plans for taking Social Security. The result is an ever-confusing landscape that causes many retirees to miss out on significant amounts of income in retirement.
LONG-TERM CARE PLANNING
Long-Term Care planning is one of the most sensitive areas of financial planning, and its an area that we take very seriously. We are proud of the work we do for our clients in helping them maintain their dignity and protect their family in the area of Long-Term Care planning. We know you'll be impressed by our innovative take on this important financial area. Please visit our Long-Term Care Planning page HERE.
Lauren is the Administrative Director for City Center Financial, LLC. She oversees the work of much of our staff and coordinates their efforts to provide a superior customer service and client experience. Lauren's chief goal is to make sure that everyone she interacts with leaves knowing that they're cared for and appreciated.
Nicole is part of our Account Management team at City Center Financial LLC. Her friendly demeanor and willingness to go above and beyond makes her one of our clients favorite people to interact with.
Meghan serves our clients in many capacities that are often unseen but never unnoticed. Between helping our clients with appointment scheduling, processing important paperwork, and providing direct assistance to ensure that all of our clients needs are handled in the most professional manner possible.
FOUR PILLARS OF OUR FIRM
At City Center Financial, LLC. we are committed to retirement and financial planning that meets all of your needs and objectives. Take a minute to learn more about the four pillars that are foundational to our firm and who we are.
City Center Financial, LLC was founded on the principle that a good retirement requires good planning. Deciding when and how to retire is a big decision, and a good plan can be the difference between retirement success, and a scramble to figure out how to fix mistakes.
Our investment philosophy is one of managing risk. In periods of good economic growth, many people are able to get returns. The question is, when the economy slows down, what happens then? In retirement, investing must take a different approach because there are no do-overs.
At City Center Financial, LLC we believe in fee-transparency and only charging what is reasonable to pay. We believe that our philosophy about what you should and should not pay for from a retirement planning and investment profession may surprise you, and we are very proud of the reasonableness of our investment advisory fees.
Finally, if we are honored by you by being selected as your retirement planning firm, we believe that your journey through retirement is a partnership. Our Advisors carry credentials such as the Registered Financial Consultant or RFC® designation, the Chartered Retirement Planning Counselor or CRPC® designation, the Accredited Portfolio Management Advisor or APMA® designation, and the National Social Security Advisor or NSSA® certification. Your success is our success and we are proud to provide our credentialed expertise to you.