Cheryl Evans Clu®, Chfc®

Cheryl Evans Clu®, Chfc® Email and Phone Number

Founder & General Agent•Retirement Income Planning•Asset-Based Long Term Care @ Centric Financial Group, a General Agency of the companies of OneAmerica
Cheryl Evans Clu®, Chfc®'s Location
Columbus, Ohio, United States, United States
Cheryl Evans Clu®, Chfc®'s Contact Details

Cheryl Evans Clu®, Chfc® work email

Cheryl Evans Clu®, Chfc® personal email

n/a

Cheryl Evans Clu®, Chfc® phone numbers

About Cheryl Evans Clu®, Chfc®

I have over 30 years of experience in providing financial advisory and guaranteed lifetime income solutions to ag producers and retirees. As the founder and general agent of Centric Financial Group, a general agency of the companies of OneAmerica®, I aim to help my clients improve their working capital position, minimize yearly income fluctuations, and plan for ownership transition and retirement.My mission is to support savers and farmers with holistic and personalized financial services that allow them to focus on their farm operations and family legacy. I have a deep understanding of the challenges and opportunities that ag producers face in today's complex and volatile market. I leverage my experience in investment strategies, tax-advantaged solutions, and cash flow management to help my clients achieve their financial goals and secure their future.

Cheryl Evans Clu®, Chfc®'s Current Company Details
Centric Financial Group, a General Agency of the companies of OneAmerica

Centric Financial Group, A General Agency Of The Companies Of Oneamerica

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Founder & General Agent•Retirement Income Planning•Asset-Based Long Term Care
Cheryl Evans Clu®, Chfc® Work Experience Details
  • Centric Financial Group, A General Agency Of The Companies Of Oneamerica
    Founder, General Agent
    Centric Financial Group, A General Agency Of The Companies Of Oneamerica Mar 2009 - Present
    Columbus, Oh, Us
    Founded Centric Financial Group in 2009.Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Centric Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.Cheryl Evans may conduct life insurance and securities business in Ohio and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Cheryl Evans and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from cheryl.evans@centricfinancialgroup.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.Guarantees are subject to the claims paying ability of the issuing insurance company.Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
  • American United Life
    General Agent
    American United Life 2009 - 2020
  • Metlife
    Agency Director
    Metlife 1998 - 2009
    New York, Ny, Us
  • Mccloy Financial
    Sales Manager
    Mccloy Financial 1985 - 1998

Cheryl Evans Clu®, Chfc® Skills

Financial Advisory Investment Strategies Insurance Planning Investments Asset Management Guaranteed Lifetime Income Team Leadership Certified Financial Planner Finance Retirement Income Strategies Insurance Retirement Planning Wealth Management Services Business Transition

Cheryl Evans Clu®, Chfc® Education Details

  • The Ohio State University
    The Ohio State University
    Business

Frequently Asked Questions about Cheryl Evans Clu®, Chfc®

What company does Cheryl Evans Clu®, Chfc® work for?

Cheryl Evans Clu®, Chfc® works for Centric Financial Group, A General Agency Of The Companies Of Oneamerica

What is Cheryl Evans Clu®, Chfc®'s role at the current company?

Cheryl Evans Clu®, Chfc®'s current role is Founder & General Agent•Retirement Income Planning•Asset-Based Long Term Care.

What is Cheryl Evans Clu®, Chfc®'s email address?

Cheryl Evans Clu®, Chfc®'s email address is ch****@****oup.com

What is Cheryl Evans Clu®, Chfc®'s direct phone number?

Cheryl Evans Clu®, Chfc®'s direct phone number is (614) 414*****

What schools did Cheryl Evans Clu®, Chfc® attend?

Cheryl Evans Clu®, Chfc® attended The Ohio State University.

What skills is Cheryl Evans Clu®, Chfc® known for?

Cheryl Evans Clu®, Chfc® has skills like Financial Advisory, Investment Strategies, Insurance Planning, Investments, Asset Management, Guaranteed Lifetime Income, Team Leadership, Certified Financial Planner, Finance, Retirement Income Strategies, Insurance, Retirement Planning.

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