Skip to main content

© City Center Financial, LLC

Forms & Disclosures

Forms & Disclosures Client Relationship Summary Form CRS Download Disclosure Brochure Form ADV Part 2A Download Form N-PX Link Important   Disclosures Advisory Services offered through City Center Advisors, LLC, an SEC Registered Investment Advisor.  Insurance products offered through City Center Financial, LLC. City Center Advisors, LLC and City Center Financial, LLC are affiliated entities. All content is for information purposes only.  It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. ...

Continue reading

  • Created on .

Services

Income Planning A successful retirement isn’t just about how much you’ve saved — it’s about how effectively you can turn those savings into dependable income. At City Center Financial, we focus on creating customized income strategies that help you maintain your lifestyle and preserve your financial independence throughout retirement. We take the time to understand your full financial picture and guide you through key decisions, such as how to strategically file for Social Security, how to evaluate pension payout options, and how to structure withdrawals from retirement accounts in a...

Continue reading

  • Created on .

Home

Planning Today for the Moments That Matter Tomorrow Helping You Retire Is What We Do We Know Retirement Creating the Retirement You Deserve. WE KNOW RETIREMENT Services INCOME PLANNING We will work with you to help you create a solid foundation of sustainable income throughout your retirement years. We will help you understand all your options and plan the...

Continue reading

  • Created on .

Company

Your Partner in Retirement Planning City Center Financial was established in 2016 with the mission to provide superior retirement planning services to individuals across the country. Our firm is dedicated to understanding your unique needs and goals. We strive to create and manage personalized strategies that work towards maximizing retirement savings and easing financial concerns, with our team committed to serving you with excellence every day. Schedule a 15 Minute Call Meet The Team Joel Hardin, APMA® Co-Founder and CEO View More David Hardin, RFC® Co-Founder and...

Continue reading

  • Created on .

Contact

Schedule a meeting with one of our advisors today. Contact Us (888) 267-1321 This email address is being protected from spambots. You need JavaScript enabled to view it. Michigan Headquarters 888 W. Big Beaver Rd. Suite 1220 Troy, MI 48084 Colorado Springs 5446 Academy Blvd. Suite 205 Colorado Springs, CO 80918

Continue reading

  • Created on .