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Plan Consulting

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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

 


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Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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A Home Insurance Claim: To File Or Not To File

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Understanding the Alternate Valuation Date

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A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Tax Management Strategies

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Investment Strategies for Retirement

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

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Power of Compound Interest

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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What if instead of buying that vacation home, you invested the money?

Should I Invest in Gold?

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