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Services offered:
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Financial Planning
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Portfolio Management
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Retirement Savings
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Estate Planning
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Charities/ Foundations
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Life Insurance
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Disability Insurance
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Health Insurance
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Long-Term Care
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Property/ Casualty
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Business Consulting
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Cash Management
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Transition Planning
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Qualifications:
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CFP (Certified Financial Planner)
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Minimum Account Size:
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$100,000.00
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Fee Structures:
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Planning Fee
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Asset Based Fee
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Years of experience:
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29
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Education:
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Studied engineering and marketing at UT Chattanooga. Completed CLU designation in late 80's, but have not maintained it. Completed CFP designation in 1997.
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Age:
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54
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Foreign Languages:
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English
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Religion:
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My value to clients:
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Advice and Counsel that allows them to make intelligent, informed, decisions about their money and their lives.
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Investment/ Business Philosophy:
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Centurion is a fee-only firm that serves as a fiduciary on behalf of its clients. Although we are qualified to offer guidance on all insurance and investment products, we very specifically do not sell them. This brings clarity to who we are serving.
Our investment philosophy is simple. A well developed game plan, consistently followed, measured, monitored, and adjusted with changing circumstances, will yield very predictable results.
Our business philosophy is simple. We work with clients who want to participate in their own success, and appreciate the value of professional advisors.
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Target Clients:
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Our clients are either business owners or corporate leaders. We can serve those with an academic or middle management background, and do so in a manner that brings value to their lives. Those who seem to benefit most from our services 1) want to avoid debt, 2) are skeptical of stockbrokers 3) choose to build a meaningful net worth 4) appreciate and are prepared to pay for professional advice 5) enjoy an active and productive life, regardless of age, 5) see themselves as stewards of what they have 6) want to be involved in giving back in some way.
For those clients, we serve as personal CFO, providing financial advice, investment management, legacy planning, and family office services.
Centurion also offers the Young Centurion Service. This service is designed for young couples with W2 income, between the ages of 22 and 34, whose household income is between $50,000 and $150,000. The services and pricing of YCS is designed specifically for this age group.
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Personal/ Additional Details:
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