About Centra Financial Services

Centra Financial Services focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs lets us create a customized strategy that aligns with your short- and long-term goals. By building a lasting, personal relationship with you, we’re able to help you anticipate your needs and plan for the future. We help you create a personalized financial strategy based on your life goals. Using our discovery process, we work with you to build an appropriate plan that supports your goals, and then we monitor it to help you stay on track. Our services and strategies include:

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How we help

With Centra Financial Services, the size of your wealth won’t dictate the quality of your service. You’ll receive personalized attention and the highest level of service whether you’re a seasoned investor or just getting started.

Learn – We want to get to know you. By learning more about your family, work history, and financial circumstances, we can present you with options that fit your lifestyle. Tell us your goals in life, and we will give you realistic ideas for pursuing them.

Prepare – Once we know what’s important to you, financially and personally, we can use that information to prepare your plan. We’ll give you a detailed overview of your finances, a variety of strategies, and our recommendations for addressing your future needs.

Implement – After you choose the strategy that works for you, we’ll put your personalized plan into action. You’ll get routine updates on the progress of your plan, and you can be as involved as you’d like.

Monitor – Consistent monitoring and communication are key to keeping your plan on track. Major changes in your life can also impact your financial goals. We’ll work with you to make adjustments when necessary.