Who We Serve
When we work together, YOU are our client. Not your money.
Client Success Stories
Pre-Retirement Couple (mid 50s)
Before Century Financial: This couple’s children were both done with college, and retirement is their next focus. However, the husband’s parents both passed in their 50s, and the wife’s father worked until his late 80s. They didn’t have a perfect example of a successful retirement, and they anticipated working until at least 75.
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After Century Financial: We showed this couple how they were already on track to retire by 65. Our in-depth analysis highlighted that they were already in a strong financial position. In our next steps together, we're working toward getting them to retire by 62, which is 13 years sooner than they expected!
“I like that Century Financial gives me a personalized plan for myself and my business. They're a great combo of advisors because they have both experience and youth, which will allow me to work with them for a long time. I have Tyler's personal number, so I know it's easy to get in touch if I ever need anything."
Mason C. - Indianapolis, IN
Non compensated client testimonial. May not be representative of all client experience. No guarantee of future performance or success.