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Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 2

Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 2

Aug 14, 2023 | Financial Planning, Podcast

We are excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA, for part two of our conversation. In this episode, Merrell discusses the importance of an umbrella policy for asset protection, proper account titling, and the four ways assets...
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1

Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1

Jul 20, 2023 | Financial Planning, Podcast

Today we are thrilled to be joined by Merrell Bailey, a seasoned estate attorney, CPA, and MBA, who sheds light on the importance of estate planning and asset protection for everyone, not just the wealthy. In part one of this two-part series, she highlights the...
Longevity Planning for Retirement: 3 Ways To Rethink Old Age and Retirement

Longevity Planning for Retirement: 3 Ways To Rethink Old Age and Retirement

Jun 29, 2023 | Financial Planning, Industry Insights, Podcast, Retirement

In this week’s episode, we’re taking a look at a recent study conducted by an expert at MIT that focuses on longevity planning. Our discussion will revolve around the evolving landscape of retirement planning, influenced by longer life spans, and highlight...
The Money Gridiron: What Football Teaches Us About Retirement Planning

The Money Gridiron: What Football Teaches Us About Retirement Planning

Oct 27, 2022 | Financial Planning, Podcast, Retirement

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning. In football, the red zone is the last twenty yards before you get to the end zone....
Why You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt Alter

Why You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt Alter

Oct 13, 2022 | Financial Planning, Podcast

On this week’s episode, Jude will hand off his cohosting duties to Vikki Weaver. Vikki serves as the Director of Financial Planning at Centrus Financial Strategies. In her role, she coordinates with the team to create and maintain clients’ financial plans. We...
How Rehmann Serves Their Clients With Kurt Alter

How Rehmann Serves Their Clients With Kurt Alter

Sep 29, 2022 | Financial Planning, Podcast

Kurt Alter serves as a Tax Principal at Rehmann. His experience is diverse and suitable to a variety of business and individual tax, accounting, and consulting needs. Jude and Kurt will discuss how Rehmann creates an individualized client experience and why this is...
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Centrus Financial Strategies, LLC, All Rights Reserved. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Centrus Financial Strategies and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com. 

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Helping you take control of your money with guidance, planning, and solutions from experienced financial experts.

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Copyright © Centrus Financial Strategies, LLC, All Rights Reserved. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Centrus Financial Strategies and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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