Centric Financial Group

GROW & SECURE YOUR FINANCIAL SECURITY

Financial planner in Columbus, OH (show on map)

4.9

★★★★★

8 reviews

Centric Financial Group offers comprehensive financial planning, insurance, and investment strategies to secure your financial future.

Call (614) 824-6100

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About

Centric Financial Group is a financial services firm offering a wide range of services including life insurance strategies, long-term care planning, investment management, retirement planning, estate planning, and business financial solutions. With a client-centric approach, they guide individuals and businesses through complex financial decisions to secure their financial future.

Client-centric approach

Comprehensive financial planning

Diverse service offerings

Services

Life Insurance Strategies

Tailored life insurance solutions including variable universal life insurance, whole life insurance, and asset-based long-term care using life insurance.

Flexible premium options Tax-free benefits Legacy protection

Long-Term Care Strategies

Comprehensive long-term care solutions including asset-based long-term care using life insurance and annuities for funding long-term care expenses.

Asset protection Tax-free benefits Legacy preservation

Investment Strategies

Customized investment solutions to grow and protect your wealth.

Diversified portfolio management Risk assessment Tax-efficient strategies

Retirement Strategies

Comprehensive retirement planning to ensure financial peace of mind.

Retirement income planning Social Security optimization Tax planning

Estate Planning Strategies

Strategies to preserve and transfer wealth efficiently.

Will and trust creation Tax minimization Beneficiary planning

Business Financial Solutions

Financial strategies for businesses including retirement plans, succession planning, and employee benefit solutions.

Business retirement plans Succession planning Employee benefit solutions

Credentials & Certifications

CLU®

Since Cheryl Evans

ChFC®

Since Cheryl Evans

CASL®

Since Cheryl Evans

Reviews

Rating

4.9

★★★★★

Reviews

"Cheryl and her firm is very professional."

Frequently Asked Questions

What is the difference between term life and whole life insurance? +

Term life insurance provides coverage for a specific term, offering affordability for crucial periods. Whole life insurance, on the other hand, helps ensure lifelong protection with added cash value benefits and advanced tax advantages.

How does whole life Insurance enhance retirement planning? +

Whole Life Insurance provides guaranteed cash value growth and tax advantages, making it an effective tool for enhancing retirement. It not only protects loved ones but also serves as a secure financial foundation.

Why choose variable universal life Insurance for financial empowerment? +

Variable Universal Life Insurance offers flexibility with investment options, potential cash value growth, and access when needed. It empowers your financial strategy, providing a dynamic approach to life insurance.

What is long-term care insurance? +

Long-term care insurance pays for medical care given in a nursing home, assisted living facility, adult day care center or your own home. It can pay the expenses related to skilled care and treating chronic health problems.

How does asset-based long-term care using life insurance work? +

Our product allows you to use existing assets as a premium payment, providing asset protection, tax-free benefits, and the opportunity to leave a legacy for your beneficiaries. Consult our advisors or representatives for a personalized strategy.

What makes annuities a suitable option for long-term care costs? +

Annuities offer a single premium option, added value for care, and tax-free benefits for qualifying long-term care expenses. Learn how you can strategically transfer existing savings to ensure financial security during later stages of life.