The Trailhead Team at Centennial State Financial boasts a combined 37 years’ experience in the financial services industry. During that time, we’ve seen some things, and we’ve learned what makes us tick:
We’re serious about helping our clients enjoy a playful, worry-free retirement.
Our team specializes in working with clients not only to save for retirement (or as we like to call it, climbing up the mountain), but in the distribution phase of their retirement (getting down off the mountain). Of course, along the way, you may run into major life transitions: divorce, loss of spouse or partner, change of job, and we’re prepared to help you with those too.
Our holistic financial planning is anchored by powerful technology that makes it easy to execute the strategy we’ll decide on together. We look forward to meeting with you – and by the way, there’s no need to dress up when you come to our office. We’re more jeans and fleece type of people.
Our Trail Mix