Centorbi Financial Group, Inc.

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Centorbi Financial Group, Inc. What we do: https://www.youtube.com/watch?v=cBzrY3SEAkw Long Term Relationships – Our belief is that we build partnerships, not client/advisor relationships.

Our Mission is to build long term relationships with a select group of individuals who will benefit from our creative solutions, unique experience, and absolute transparency. Through our cutting edge technology we are able to provide proactive solutions to your needs so you can focus on what’s important to you. As a partner of our firm we aim to serve you for many years. Creative Solutions – Nothing is cookie cutter in our world. Every client is unique as should be they’re planning. Unique Experience – When you work with us you can expect Ritz Carlton service. We will communicate with over 100 times a year. Absolute Transparency – There are no secrets with us, we are an open book. This includes all the advisors we work with on your team as well as any fees or cost that may be incurred in working with us. What’s Important to You –This is the most important. We believe you should live your life by design, not by default. If you fail to plan for your hopes and dreams you are planning to fail. Does this sound like a firm that you want managing your wealth? Are you ready to start living your life by Design?

Each professional in your life is usually answering the question in front of them. A tax return records what already hap...
10/14/2026

Each professional in your life is usually answering the question in front of them. A tax return records what already happened. An investment review looks at the portfolio. But the decisions overlap. Selling to rebalance can create capital gains. A Roth conversion adds income, which can raise Medicare premiums two years later. When those moves aren't looked at together, the answers can point in different directions. Coordination means one plan that everyone is working from.

Stopping work doesn't always mean lower taxable income. Once required minimum distributions begin, pre-tax accounts have...
10/12/2026

Stopping work doesn't always mean lower taxable income. Once required minimum distributions begin, pre-tax accounts have to pay out every year. Those withdrawals are taxed as ordinary income. Stacked on Social Security and any pension, that can push income above what it was during your working years. Under current law, RMDs start at 73 or 75, depending on when you were born. The years between retirement and that age are worth understanding before they pass.

When considering a record keeping system for your business, you need to ask yourself some very important questions
12/21/2025

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Secrets of the Temple: How the Federal Reserve works.
12/20/2025

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
12/19/2025

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
12/18/2025

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
12/17/2025

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
12/16/2025

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Saving for college doesn’t have to be as complicated as college itself.
12/15/2025

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

You can help ensure that losing your wallet doesn't turn into something bigger.
12/14/2025

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Address

1001 Boardwalk Springs Place Ste 111
St. Charles, MO
63368

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+16366349986

Website

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