Become the Hero of Your Financial Journey.
Every great superhero story begins with a pivotal moment—a challenge that seems insurmountable, a call to action that cannot be ignored.
Become the Hero of Your Financial Journey
Every great superhero story begins with a pivotal moment—a challenge that seems insurmountable, a call to action that cannot be ignored. For Peter Parker, it was a radioactive spider bite. For you, it might be the looming threats of taxes, inflation, or the volatility of the financial markets. But just like Peter Parker discovered his true power, you too can unlock the secret weapon to defeat your financial villains:
The Power of the Roth IRA.
With great power comes great responsibility, and every superhero needs a mentor. That’s where Jude Wilson, MBA, CWS®, and his alter-ego, “The Roth Guy”, steps in— as your financial guide with over 25 years of experience, ready to help you become the hero of your retirement story. Jude has mastered the art of tax reduction strategies and specializes in crafting retirement plans that fit your unique goals and aspirations. But even heroes start somewhere. Jude’s origin story begins like many of the greats: with adversity and a heart full of determination.
The Origin Story: From Comic Books to Championing the Roth
As a kid, Jude Wilson had two great loves: comic books and helping others. As the youngest of nine, he watched his parents wrestle with financial hardships, unable to properly prepare for retirement. He saw their struggle and vowed to change the story, not just for his parents but for countless others.
Much like Peter Parker realized his destiny, Jude discovered his true calling: empowering people to take control of their financial futures. Like every hero, he found his secret weapon—the Roth IRA. With its tax-free growth and withdrawals, it became the cornerstone of his mission to help others secure financial freedom.
What Is the Roth?
The Hero’s Secret Weapon
Imagine having a tool that lets you fight off the taxman while growing your wealth in peace. A weapon so powerful it turns your future income into tax-free treasure. That’s the Roth IRA. Here’s how it works:
Contributions:
You invest after-tax dollars, which means the IRS has already taken its cut.
Tax-Free Growth:
Your investment grows tax-free, like a supercharged spider bite unlocking exponential potential.
Tax-Free Withdrawals:
Upon retirement, you withdraw your money, your contributions and any investment gains, without paying another penny in taxes.
*With adherence to specific requirements – click here to learn more. (Tax-Free Withdrawals: When you retire, you can withdraw both your contributions and any investment earnings tax-free, as long as you meet certain requirements (such as being over age 59½ and having the account for at least five years). Not counted as income when withdrawn, unlike a traditional IRA which can affect your social security and capital gains.)
Unlike a traditional IRA, the Roth doesn’t impact your Social Security or capital gains. The “Pay Today, Save Tomorrow” strategy is a financial safeguard against uncertainty. Whether you’re facing rising taxes, unexpected market shifts, or the need for flexibility, the Roth IRA stands firm as your ally in the battle for financial freedom.
Join the League of Roth Champions
Every superhero’s journey starts with a mentor who believes in them. Jude Wilson is ready to guide you through the challenges of retirement planning, arming you with strategies tailored to your needs. Together, you’ll face the financial villains of today to secure your tomorrow.
The Power of the Roth awaits—are you ready to embrace it and become the hero of your financial story?
Retirement planning is complex.
The right team can make all the difference.
Retirement planning is more than just investing. It encompasses various aspects of financial management and requires the support of the right team. At Centrus, we make sure you have the team you need to succeed.
Financial Advisor
Financial AdvisorYour financial advisor offers personalized advice tailored to your unique circumstances. They help you make informed decisions throughout your retirement journey.
Certified Financial Planner
Certified Financial PlannerCFP professionals have undergone rigorous training and education in various areas of financial planning, including retirement planning and income strategies. Their expertise allows them to provide comprehensive guidance tailored to your unique financial situation and goals.
CPA/Tax Professional
CPA/Tax ProfessionalA tax professional can assist you in developing tax-efficient retirement strategies. They can help you understand the tax implications of your retirement accounts, investment withdrawals, and other income sources.
Social Security Specialist
Social Security SpecialistMaximizing Social Security benefits is a key aspect of retirement planning. A Social Security specialist can help clients understand the program’s intricacies, such as claiming strategies and benefit optimization.
Certified Wealth Strategist
Certified Wealth StrategistThe Certified Wealth Strategist designation is based on an established set of industry-wide competencies that cover the concepts, rules, regulations, laws, and standard operating procedures that the candidate should be proficient in affluent and high-net-worth retail market segments.
Estate Planning Attorney
Estate Planning AttorneyAn estate planning attorney can help you establish essential legal documents, such as wills, trusts, and powers of attorney. They can provide guidance on minimizing estate taxes, protecting your assets, and ensuring that your estate is distributed according to your wishes.
Insurance Professional
Insurance ProfessionalAn insurance specialist can evaluate insurance needs during retirement. They can help determine the appropriate levels of life insurance, long-term care insurance, and other types of coverage to protect against unexpected events and mitigate potential risks.
Investment Professional
Investment ProfessionalWhile retirement planning is more than just investing, having an experienced investment manager is invaluable. They can help client design and manage an investment portfolio that aligns with your retirement goals, risk tolerance, and time horizon.
Starting the journey with Centrus is simple.
step 1. Get Started
Book your first meeting and discover what is possible in your financial life.
step 2. Get Focused
Start moving confidently in the direction of your financial success. With the right strategy and team in place, you can do anything.
step 3. Get Living
Enjoy life on your terms with control and confidence in your financial life like you’ve never known before.
About Centrus Financial Advisors and Strategies
Centrus Financial Strategies, a holistic, tax-savvy financial planning firm founded by Jude H. Wilson, provides guidance and solutions for all facets of your financial concerns. The company's proprietary process - The Centrus Wealth Compass - focuses on investment management, tax strategy, risk tolerance analysis, cash flow/debt management, and insurance needs analysis, including life, disability, and long-term care coverage.
In addition, Centrus offers tax planning, estate planning, property, and asset review, and legacy planning. With Centrus, you won't just be investing in quantity, you'll be investing in the quality of your life.
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Our core focus at Centrus is to create clarity and peace of mind so that you can live your life with confidence.
Jude H. Wilson, CWS®, MBA, BPC™
Chief Wealth Strategist, Centrus Financial Strategies