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centorbifinancial

  • 4D LEGACY EXPERIENCE

OUR TRADEMARKED 4D LEGACY EXPERIENCE IS COMPRISED OF 4 PHASES

DETAILS PHASE.

This is the facts of your finances. 

Who do you owe?

​What do you own?

What is it worth?

Where is your cash going?

DREAM PHASE.

What do you want?

What are our dreams?

What do you want?

​

DESIGN PHASE.

How do you get there?

5 Plans all retirees must have in place

  • ​

    Income Plan

  • ​

    ​Investment Plan

  • ​

    Tax Plan

  • ​

    ​Health Care Plan

  • ​

    ​Legacy Plan

DEPLOY PHASE.

Who will be the players on your team?

Investment Management

Legal Advisor

Tax Advisor

Risk Management

Schedule your FREE Discovery Chat below!

THIS IS WHAT WE DO.GET IN TOUCH TODAY.

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C O N N E C T

Phone: 636-634-9986
​Fax: 636-898-0956

M I S S O U R I

1001 Boardwalk Springs Pl
Unit 111
O Fallon, MO 63368
United States

I L L I N O I S

101 W Vandalia
St Suite 125,
Edwardsville, IL 62025.