Centrus Financial Strategies

The Plan Wise, Retire Free Podcast

What It’s Like To Be A Client

ON THIS EPISODE:

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

Subscribe With Your Favorite App:

Reach Out:

Contact – Call: 888-534-994

More Episodes:

2021 Tax Tips Recap

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.

Contact:

Website: https://centrusfs.com/contact/

Call: 888-534-9994

2021 Tax Tips Recap
Mailbag Show
What Are The Three Qualities Of Money?
Play Nice In Your Sandbox, Part 2
Play Nice In Your Sandbox, Part 1