"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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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Car Affordability
How much can you afford to pay for a car?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.