Captive Insurance Advisor
A coordinated and integrated approach. At Certified Financial Services, we use an integrated approach to help keep you on a path to financial balance while striving to protect the future of your loved ones. Our mission is to provide you with excellent service and innovative financial strategies to help you and those important to you seek financial security.
Your success is our success. We work tirelessly to create the right strategies to optimize your wealth-building potential and financial well-being. We guide you in making informed decisions that offer the potential to maximize the creation, protection, and enjoyment of wealth while reflecting your individual values.
A dedicated team of professionals. Our team has access to a full array of strategies and tools to help guide your decision-making and address virtually all your financial needs. The Living Balance Sheet® is a state-of-the-art planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world and helps us work with you to model and address a variety of financial scenarios and outcomes.
We are affiliated with The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources at Guardian, we are well equipped to work with you to build your future.