As you find a financial partner to help achieve a more centered life in retirement, you likely have questions about what comes next. Below, we’ve shared a few brief answers to the biggest questions clients ask us, including who we are, what we do, and how we help.
Have a question you don’t see answered here? Don’t hesitate to reach out to our office and ask.
Centrus Financial Strategies is an independent financial planning and wealth management firm dedicated to helping individuals and families make confident decisions about their money and their future. We believe financial planning should be about more than investments or numbers—it should be about your life, your goals, and what matters most to you.
Through our proprietary Guidance. Planning. Solutions.® (GPS) process, we take a holistic approach to financial planning, bringing together five essential pillars: Risk Management, Income Planning, Legacy Planning, Tax Planning, and Investment Planning. By looking at how these areas work together, we help our clients create a coordinated strategy designed around their unique circumstances and priorities.
At Centrus, we believe your “why” should be at the center of your wealth. Our role is to provide guidance, planning, and solutions that help connect your financial resources to the life you want to live.
Ultimately, the true outcome of financial planning isn’t simply a number on a statement. It’s the confidence to live a centered life—aligned, steady, and whole.
We help our clients navigate their retirement journey with a comprehensive planning process designed to keep what matters most at the center of every decision.
Centrus is a Registered Investment Advisor dedicated to providing Fiduciary, holistic financial planning to give our clients the confidence to live a centered life, built on meaning, not just money.
Guidance. Planning. Solutions™ (GPS) is our proprietary process for creating a financial plan centered around what matters most to you. We bring together five key areas—Investments, Income, Taxes, Risk Management, and Legacy—to create a clear, personalized path toward your goals and the confidence to live a centered life.
We help Florida’s hardworking high earners who have dedicated much of their lives to building wealth and creating opportunities.
Yes, we work with clients all over the U.S.
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Centrus may be the right fit if you’re looking for more than investment management—if you want a comprehensive financial plan centered around your goals, values, and what matters most to you. We take a holistic approach across investments, income, taxes, risk management, and legacy planning, working alongside you to provide clarity and confidence at every stage of life.
Centrus takes a holistic approach to financial planning, focusing on five key areas: Risk Management, Income Planning, Legacy Planning, Tax Planning, and Investment Planning. Through our Guidance, Planning, Solutions® (GPS) process, we bring these areas together to create a coordinated strategy centered around your goals, priorities, and what matters most to you.
We start with you—your goals, values, priorities, and the life you want your wealth to support. Through our Guidance, Planning, Solutions® (GPS) process, we connect the five pillars of financial planning to create a strategy that is uniquely yours. As life changes, we adjust your plan to keep you moving toward what matters most. We believe in putting the “WHY” at the center of your wealth, your “DREAMS” at the center of your decisions and your “LEGACY” at the center of your lifestyle.
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At a minimum, we meet with you once a year to review your plan, progress, and goals. However, life can change quickly, so we may meet more often and adjust your plan as your needs, goals, or circumstances evolve. Our goal is to keep your financial plan aligned with where you are today and where you want to go next.
The first step to becoming a Centrus client is to schedule a Discovery Meeting. The first step is simply to get to know each other and determine if we are mutually a right fit. There is no obligation and is complimentary. You can use the schedule link on our website or call 800-779-4592 to get started today.
If your “WHY” is missing from the center of your wealth, it’s time to do something about it. Let’s have a conversation about you and your dream retirement.
