Chart Your Future. Live Your Best Life.
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“During volatile times, the confidence of clear guidance is priceless”
CENTRUS:
A Story of Guidance
Your Retirement Checklist
It’s never too early to begin planning for your retirement. In fact, the earlier you begin to identify your goals, plan and save, the more likely you are to achieve the retirement you’ve always desired. The most important step is to start now.
Whether you are 10 years, 3 years or currently enjoying retirement, there are smart options for you to make those years even more fulfilling. Checkout out our Centrus Retirement Checklist below.
See Your Tax Bill
How is SO MUCH MONEY going to taxes!? If that’s how you feel, then chances are you don’t have an optimal tax strategy in place. We specialize in finding creative, legal solutions to protect your money from the government and provide growth in the process.
Use our Retirement Tax Bill Calculator to understand your potential tax bill in retirement in just 30-seconds.
Whether you're newly retired, or 3 - 10 years away,
we have the booklet for you!
Click below to download your complimentary guide.
88%
of Centrus clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.
Let’s plan the next step.
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Our Services
Identifying
Opportunity
Your retirement plan is chugging along. But, are you taking full advantage of hidden opportunities to improve the returns on your investments? If not, you should be.
Mitigating
Risk
Risk is unavoidable, but I can help you prepare. Life insurance, disability and long term care option for you and your loved ones are just the first step in mitigation.
Legal
Safeguards
No one likes to deal with legal issues, but a little prep work can go a long way: durable power of attorney, asset titling, estate planning, business succession and more.
Legacy
Planning
What happens to your legacy when you’re gone? Asset distribution, of course. But what about charitable giving, education funding, and ensuring your values live on?
Personal
Fulfillment
Financial planning is really lifestyle planning. Vacations, a second home and enjoying the fruits of your success — not everything is saved for future generations.
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