Centerline Wealth Advisors

Guiding you on a path to financial success.

 

Families and Individuals

 

Centerline's Core Services: Investment and Financial, Estate Planning, Retirement Planning, Risk Management, Cash Flow and Budget, Assistance to Loved Ones, Income Tax Planning, and Exit Planning

Core Services

 

At Centerline Wealth Advisors, we enjoy helping Families and Individuals coordinate the financial details of their lives, so they can focus on career, spending time with family, and passions in life.

 

Our Core Services take you through the process of crafting a personal financial plan to analyze all areas of your financial life.

 

 

 

 

Areas of Focus for Families & Individuals

 

In addition to the Core Services we offer all clients, our experience working with Families and Individuals has helped us identify specific areas of focus.  We work with you, hand in hand, in these areas with the goal of enhancing your personal and financial life.

Family Wealth Briefings- How do I prepare my family to receive my wealth?
Charitable Gifting Strategies- How can I best help others and save taxes?
College Planning- How much do I save and how does the enrollment process work?
Tax Planning- How do I make sense of my tax return and save on my tax bill?

 

 

Give us a call at (502)242-1561 or send an email to info@centerlinewealth.com if you would like to learn more about how we can help you meet your goals.