Centra Financial Group

Who We Are

Coordinated Plan is a trusted financial planning firm serving individuals, families, and businesses for over 30 years. We specialize in crafting personalized financial plans that align with each client's unique goals and aspirations. With a diverse team of experienced professionals, we take a holistic approach to wealth management, offering comprehensive guidance and support across all aspects of your financial life.

What Makes Us Different

Our guiding principle is to provide clients with a tailored financial roadmap that addresses their specific needs and aspirations. We believe in fostering open communication, building strong relationships, and proactively addressing your financial concerns. Our client-centered approach is evident in our meticulous planning process, ongoing communication, and personalized attention.

Our Team

Composed of seasoned financial professionals, our team brings diverse expertise and experience to the table. We are driven by a genuine desire to empower clients and guide them towards a secure and prosperous future. Our collaborative culture fosters an environment of continuous learning and innovation, ensuring you receive the most current and impactful financial guidance.

Professional Partnerships

Understanding that financial success often involves collaboration with trusted professionals, we forge strong partnerships with lawyers, tax advisors, and other industry experts. This network ensures comprehensive service and holistic solutions tailored to your unique situation.

Services We Offer

• Investment Planning & Management: Develop and implement personalized investment strategies to achieve your financial goals.
• Business Continuity & Succession Planning: Secure your business future by creating a seamless succession plan.
• Life and Disability Insurance Strategies: Review your coverage needs and make informed decisions about your financial protection.
• Insurance, Estate, and Financial Policy Management: Optimize your existing insurance policies and estate documents for maximum benefit.
• Retirement Planning: Maximize your retirement savings and plan for a comfortable post-career life.
• Group Benefit Plans & 401Ks: Design and manage comprehensive employee benefit plans that meet your unique needs.
• Business Planning: Guidance on key business planning elements such as buy-sell agreements and transition planning.

Our Approach

We believe in a collaborative and personalized planning process tailored to each client's unique goals and circumstances. By actively listening to your needs, understanding your financial landscape, and prioritizing open communication, we work alongside you to build a roadmap for success.