Centennial State Wealth Advisors, Doug Applegate, Raymond James
Maximizing Your Return On Life — For the Life You Want to Live
Denver-based financial advisory firm focused on life-centered wealth management and Return on Life planning.
About
Centennial State Wealth Advisors is a life-centered advisory practice based in Centennial, Colorado. Their proprietary Life Lived Well Wealth Management System helps clients get the most out of retirement by focusing on Return on Life — using money to achieve goals and have experiences aligned with values. S
ervices include life centered planning, investment management, retirement planning, risk management, estate planning, education planning, and charitable giving. Securities offered through Raymond James Financial Services.
Services
Life Lived Well Wealth Management System
Proprietary life-centered wealth management system combining financial planning, investment management, and life planning.
Life Centered Planning
Identifying what it means to live a full life and creating a financial plan aligned with values and aspirations.
Investment Management
Constructing, managing, and reviewing a broadly diversified portfolio matched to individual needs and risk tolerance.
Retirement Planning
Customized financial plan for retirement pursuing independence, freedom, and life goals.
Risk Management
Protecting assets through proper insurance, estate planning, and contingency planning.
Estate Planning
Building an enduring plan for a lasting legacy including wills, trusts, and beneficiary planning.
