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Live Retirement With Confidence

U.S. Central Financial is here to help you manage your finances with integrity so you can pursue your goals.

Services

Investments

  • Mutual Funds
  • Alternative Investments
  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Fixed Index Annuities
  • Brokerage CD's
  • Fidelity Investments
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Financial Planning

  • Fiduciary Securities management
  • Social Security Planning
  • Cash Flow Analysis
  • Capital Gains Tax Mitigation
  • Intergenerational Planning
  • Wealth Management
  • Legacy Planning
  • Tax Planning Strategies
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Insurance

  • AFLAC
  • Disability Income
  • Life Insurance
  • Group Health
  • Property/Casualty
  • Long Term Care Insurance
  • Business Owner's Insurance
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Retirement Plans

  • Employee Benefits
  • Traditional IRA, Roth IRA, SEP IRA
  • 401k Plans
  • 403b Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
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Goal Based Planning

  • Retirement Income Planning
  • Bucket List Planning
  • College Planning
  • Charitable Giving
  • Life & Goal Planning
  • Estate Planning
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Trusts

  • Dynasty Trust
  • Special Needs Trust
  • Asset Protection Trust
  • Charitable Trusts
  • IRA trusts to Disinherit IRS
  • Life Insurance Trusts
  • Testamentary Trust
  • Revocable Living Trusts
  • POA's
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Financial Flight Plan

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

See Our Financial Flight Plan

How We Help

At US Central Financial Group, we pride ourselves on our three distinct business services that set us apart from the competition:

Diverse Retirement Plan Options

We offer an extensive range of retirement plans, including simple IRAs, 401(k)s, SEP’s and defined benefit plans. This flexibility is beneficial for all employees and allows highly compensated employees the opportunity to tax deduct over $300,000 of income for retirement, providing significant tax advantages and long-term financial security. We have included a 2024 tax summary; we look forward to providing you with the educational information and a 2025 tax summary when it becomes available.

Free Second Opinion Consultations on Business Insurance

Free Second Opinion Consultations on Business Insurance

Understanding that insurance needs can evolve, we provide complimentary second opinion consultations on your existing business insurance policies. Our experience shows that many businesses are either over insured or underinsured in certain areas. By leveraging our extensive network of insurance providers, we can help you find the best coverage to suit your specific needs at competitive rates.

Partnership with Aflac for Employee Benefits

We have partnered with Aflac to bring you an array of employee benefits, including group life and disability insurance. These offerings not only enhance employee retention and satisfaction but also contribute to fewer Workers’ Compensation claims and provide potential tax deductions for your business.

2026 Tax Summary

Stay ahead in your financial planning with our comprehensive 2026 Tax Summary. This essential guide provides you with the latest updates and insights to help you navigate the complexities of tax regulations effectively. Download your free PDF copy today and make more informed decisions to maximize your financial potential.

Download Our 2026 Tax Summary PDF
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Seminars

Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our seminars and events.

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Protect what's <strong>important</strong>

Protect what's important

We can offer you a complete review of your current coverage and find a policy suitable to help meet your needs for personal, business and farm insurance.

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

Let's Reach Your Financial Goals

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