Education and Financial Planning

Greetings!

Centier Financial Partners brings the highest quality Investment and Fiduciary Services to clients. We provide a comprehensive offer focused on five primary areas of wealth management:

· Discretionary Investment Management

· Retirement Education & Financial Planning

· Estate Planning & Settlement

· Corporate Trustee & Agent for Trustee

· Tax Planning & Preparation

In this article we would like to emphasize the importance of Retirement Education and Financial Planning. Clients contemplating the sale of their business, anticipating a major liquidity event, inheriting funds, or deciding whether to retire in the next five to fifteen years may want to seek professional advice to inform and validate their decisions. Our team of credentialed professionals (CPAs, CFPs, JDs) will provide them with the best possible advice. Our planning and retirement services are included for our clients.

We believe this level of planning meets or exceeds the services provided by competitors. In exchange for their commitment to the planning process, clients receive peace of mind, knowing they have a long-term financial plan, professionally built, based on their personal goals. The plan becomes the basis for our relationship going forward.

Best Regards!

Centier Financial Partners

Disclosures

Investment and insurance products are:

• Not FDIC insured

• Not insured by any federal government agency

• Not a deposit or other obligation of, or guaranteed by, Centier Bank

• Subject to investment risks, including possible loss of the principal amount invested