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What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

Securities and Advisory Services offered through Centaurus Financial, Inc., a registered Investment Advisor. Member FINRA and SIPC. Charter Financial Resources, LLC and Centaurus Financial, Inc. are not affiliated. Centaurus Financial, Inc. does not offer tax or legal advice.

Office of Supervisory Jurisdiction: 9335 Commerce Center St Unit B5 Highlands Ranch CO 80129. Phone: 720-344-5386; Fax:303-683-4291.

This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability has been reviewed and determined.

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