WE KNOW RETIREMENT

Services

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 right Social Security filing strategy for your situation. If you have a pension, we will guide you through your options and help coordinate with your other resources.

Helping you stay ahead of inflation and work towards building sustainable income for retirement. With Wealth Management strategies customized for your needs, our goal is to help your assets work smarter for you throughout your retirement.

Proactive tax planning can have a dramatic and lasting impact on your retirement. Our goal is to provide strategies that help minimize your tax burden and aim to help maximize your financial potential throughout your retirement.

We will assist you in creating a strategy to help keep your legacy protected, organized and transferred according to your wishes. By collaborating with estate planning attorneys, we will be part of the team that guides you through key decisions that preserve your legacy and provide for your loved ones.

We will work with you to identify potential risks that could impact your financial future. Whether it’s market volatility, unexpected health events, or economic uncertainty, we will help you develop strategies that help protect your wealth and provide stability throughout retirement.

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CITY CENTER FINANCIAL
Commitment

When you hire us to work for you, we make a commitment to maintaining the following standards:

Fiduciary

We will honor our fiduciary duty to you. We are committed to putting your needs first, and we will work in your best interest and disclose any potential conflicts should they arise.

Fee Transparency

We are committed to fee transparency. You will always know the costs associated with working with us.

Planning

We have a continual commitment to look for planning opportunities that benefit you for the duration of our relationship.

Frequent Communication

We are committed to frequent communication. We offer Periodic Review Visits to all our clients.

Accessibility

We are committed to maintaining accessibility for our clients. We strive to make our advisors available to you whenever a need arises. We also utilize technology that makes accessing your accounts seamless and intuitive.

Fiduciary

A fiduciary advisor is required by law to do what is best for YOU, without exception. The fiduciary standard is the highest standard of care, that creates a relationship of trust and transparency.

Independent

An independent advisor works only for YOU and does not represent a brokerage firm or any one insurance company. They take a planning first approach and have the freedom to find the best financial solution to help you work towards your financial goals.

Technology

As a technology-driven advisor, we leverage modern technology to support your financial planning journey. Our tools offer clear insights, tailored guidance, and protected wealth oversight, helping you work toward your financial goals with confidence and ease.