"Wealth Management Strategies For Select Individuals"
Centennial Capital Partners is located in a beautiful setting and easily accessible from Hwy C-470. As an independent practice with a staff of 18, we are able to effectively serve not only clients in Colorado, but clients nationwide.
We are selective with who we work with. We wish to partner with only those Individuals and Businesses that can best utilize our services. Our advisors average over 25 years experience in the Financial Services Industry and are very committed to serving your interests at a very high level.
We also understand accumulating wealth is only half the battle. Our office is also set up to assist clients with risk management, protection of income and assets, and the ultimate transfer of their wealth. We also have in-house insurance planning experts, and extensive strategic relationships with some of , best accountants, elder care planners, and estate planning attorneys.
We take pride in the firm we have created and look forward to building more personal success stories,...one client, one family, one business, at a time.
AS SEEN IN FORBES &
THE WALL STREET JOURNAL!
We thought you might enjoy this piece written about us in Forbes Magazine and The Wall....
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Newsletters
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.