Integrating your Financial Life
Financial services encompass many areas, but all of them must work together to yield results. Every recommendation our advisors provide is geared towards helping you achieve not only your goals, but also a sense of security and confidence in the future. We are uniquely positioned to assist with the complex needs of business owners, dental professionals, and executives, but we also serve individuals and families in Baton Rouge. How can we help?
Comprehensive Financial Planning
An effective financial plan should be constructed with your goals and aspirations in mind. This process takes you through a discovery phase to define those goals, and then develop a strategy to help set you on the right course to accomplish them. True comprehensive financial planning involves every facet of your life, taking into consideration retirement and estate planning, college funding, advanced taxation strategies, wealth preservation and insurance. Learn More
Competent Investment Management
Put your assets to work with an experienced team on your side of the table. We take a collaborative approach, as every portfolio is customized and tailored to the purpose intended for your funds. We go beyond making recommendations and monitoring assets, reducing the potential for risk while seeking growth opportunities. Learn More
Business Planning and Corporate Retirement Plans
Focus on pursuing both your personal and professional goals with a strategy aligning all your objectives simultaneously. From business continuity to conquering your taxes and offering corporate retirement plans for your employees, our professionals are able to address every need under one roof. Learn More
Are you interested in learning more about what Centura Advisors, LLC could do for your finances? Contact us today for personal, independent advice.