Century Financial LLC

Century Financial LLC

Financial Services

Germantown, TN 270 followers

We help you retire as soon as possible... and STAY retired.

About us

Century Financial LLC is a wealth management firm in Germantown, TN serving families & businesses. We help our clients achieve financial independence through customized investment strategies, current financial plans, and consistent communication.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Germantown, TN
Type
Privately Held
Founded
2004

Locations

Employees at Century Financial LLC

Updates

  • You have hopes & dreams for your future, and you’re relying on your finances to make those dreams come true. Are you confident your money is working as hard as you do? Contact us today and take advantage of our no-obligation “second opinion” consultation.

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  • We are super excited to announce our Design Your Life workshop and luncheon! We have 4 awesome speakers lined up to educate you on topics like: - Interior Design - Health & Wellness - The Enneagram & Relationships - Financial Security Join us on March 5th at Ridgeway Country Club!

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  • Problem: you want to create an efficient transfer of your assets without fighting among family members.   Possible solution: a living trust   A trust is a type of legal arrangement that helps its originator (the grantor) transfer property to a specific person or organization.   Unlike a will, trusts bypass the probate process.   Trusts have specifically named beneficiaries who receive assets directly based on the trust’s terms.   This practice in estate planning can help you transfer money to your heirs without a long, costly probate process.   If you have a will, it can be contested in probate court, even though you may have different wishes.   In addition, trusts allow your family to settle your estate privately, whereas probate information is public record.     Bottom line: It's important that you avoid rules of thumb and "what my dad did" when approaching your personal estate planning. Talk to your legal advisors to see how trusts may play a role in your estate plan.

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