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Investment advisory, consulting and We provide unbiased advice as a plan fiduciary. We work with plan sponsors across the United States.

Investment Advisory

Our investment reports provide clients with clear guidance and recommendations Learn More

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Plan Consulting

Our team of consultants is highly experienced and provides practical advice that solves problems Learn More

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Fiduciary Services

  • Fiduciary training
  • Retirement committee set-up and documentation
  • Investment policy statement drafting and review
  • Ongoing documentation of fiduciary actions
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Contact Centurion Group

610 W. Germantown Pike

Suite 350

Plymouth Meeting, PA 19462

(610) 834-0401

 


Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Surprises

Making the most of surprises is a great reason to work with us.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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