Certified Retirement Financial Advisor

The Center For Estate & Financial Planning Inc.
PETER L. BOROWSKI, President
CERTIFIED RETIREMENT FINANCIAL ADVISOR (CRFA)
CERTIFIED SENIOR ADVISOR (CSA)

*Investment Advisor Representative
Registered Health Underwriter (R.H.U.)
Life Underwriter Training Council Fellow (LUTCF)
Insurance Consultant, Broker, Agent
Licensed Mortgage Broker
*Registered Representative
*Registered Principal (SECURITIES)

Life Member of THE MILLION DOLLAR ROUND TABLE

 


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Mission Statement

The Center For Estate & Financial Planning Inc. is an independent firm that offers a wide variety of financial products and services to help our clients achieve their personal retirement goals. Our financial tools include but are not limited to stocks, mutual funds, bonds, annuities, life insurance, mortgages, IRA's, pensions, 401K plans, 403b's, TSA, and other roll over accounts.

Our clients are seniors, retirees, business owners, professionals, pre-retirees, and just plain hard working people who desire to make the most of what they have accumulated in life. The Center For Estate & Financial Planning Inc. is a full service firm. Over the past 33 years our firm has been built on just three principles: TRUST, INTEGRITY, and SERVICE. The company encompasses all financial growth, retirement, estate planning, and investments desires of our clients. Striving to help our clientele, (especially seniors), to understand what is in the financial market place is one of our highest goals.

We fully realize that we don't all have the same needs or goals and that you are a unique individual with unique needs. Safety might be a priority, or maybe reducing income taxes, or increasing your retirement income. Asset protection may be a priority, or passing on your wealth to your heirs.

Please check out our earned professional designations and credentials, as well as what our clients have to say about working with us. We have worked very hard, one client at a time, to develop a reputation in the industry that we are very proud of. Please tell us how may we serve you.

Check us out with just one click. We think that YOU may just have come to the right place for help.