Centara Capital’s services are designed for clients who want a thorough review of their entire financial situation, including goal planning, asset allocation, risk management, retirement planning, estate planning and specific investment advice, including 401(k)s and other qualified retirement plans.

We believe that coordinated planning is the cornerstone of the services we provide. Clients are expected to be actively involved in the planning process, and for married couples, the participation of both spouses improves the process and the results.

At the initial consultation, we strive to determine your wants and needs and encourage you to evaluate our capabilities. Fees are based on a formula that considers the client’s assets, income, and the complexity of their situation. Engagements are open-ended without a limited number of appointments or time allocation.

Investments | Tax Consulting | Estate Planning | Financial Planning | Real Estate Consulting
Business Consulting | Insurance | Lending Solutions | Centara Legal Group, APC

• Investments
• Tax Consulting
• Estate Planning
• Financial Planning
• Real Estate Consulting
• Business Consulting
• Insurance
• Lending Solutions
• Centara Legal Group, APC