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BE SECURE IN YOUR FINANCIAL JOURNEY

Know where you stand with your retirement savings.

START YOUR JOURNEY WITH CENTRUS
The Roth Guy Podcast

OVERCOME UNCERTAINTY

SEE THE PATH CLEARLY

REACH THE POSSIBILITIES


YOUR FINANCIAL PATH IS FULL OF COMPLICATED CHOICES. IT’S EASY TO GET LOST.

Navigating your financial path can be riddled with complications and questions.

The result? Overwhelm and indecision keep you from making the right decisions at
the right time.

Let a financial advisor with a roadmap to financial security be your calming
guide.

With a thorough financial plan and a clear strategy for implementation, you have
the potential to reach financial opportunities you never imagined possible.

There are enough variables out there that can hinder your financial success,
don’t limit your own potential by not taking action TODAY!

Schedule a call



FINANCIAL OPPORTUNITIES ARE THERE IF YOU KNOW WHERE TO LOOK.


Imagine what it would feel like if your money supported your life so you could
live it – without worry or uncertainty. At Centrus, we have the seasoned
financial professionals with over 100 years of combined experience who can give
you the guidance to help you take control of your money.
Schedule a call

WEALTH GROWTH & PRESERVATION

You’ve worked so hard to save for your future. The last thing you want is for
your money to disappear. Safeguard your hard-earned wealth with financial
planning that helps you anticipate potential threats so you can enjoy your
retirement, have plenty of money to live on, and still give to future
generations.

PAY LESS IN TAXES

Ever wonder why SO MUCH of your money is going to taxes? Stop worrying about
losing money, and work with us to redirect those funds through the development
of an optimal tax strategy. We specialize in finding creative, legal solutions
to protect your money from the government and provide growth in the process.

INCOME STRATEGY

No matter your goals, we want to help you align your assets to achieve them.
Chances are, you have enough money to make your dreams a reality — what’s needed
is a team to help you apply the proper strategies to transition from required
work to your next chapter where your future is secure and your time is your own.

LONG-TERM HEALTH AND WELL-BEING

The old adage, “Health Is Wealth,” is more powerful than we think. Health is an
essential part of life in general and a MUST for a successful retirement.
Understanding the role of powerful tools like Long-Term Care insurance and
others can place you in the driver’s seat in every aspect of your life.


YOU’VE WORKED HARD, SAVED HARD, AND DESERVE TO LIVE YOUR LIFE WITHOUT
UNCERTAINTY OR CONFUSION.

We understand that you want to take control of your money and live life on your
terms. But, to do that, you need to feel secure in your financial journey.

You just need the right guidance to show you the way.

At Centrus, we know you want to enjoy your lifestyle and preserve your wealth.
We have partnered with hundreds of clients and have over 80 years of combined
experience elevating clients to their desired financial reality. As Certified
Wealth Strategists and Certified Financial Planners, we have the training and
experience to meet all our clients financial needs.

Schedule a Call
Learn More


ARE YOU A HENRY?


HENRY’s face a unique set of challenges and need specialized planning.

According to Investopedia, High Earner, Not Rich Yet (HENRY are individuals with
significant discretionary income and a strong chance of being wealthy in the
future.

The term “HENRY” was coined in a 2003 Fortune Magazine article to refer to a
“segment of families earning between $250,000 and $500,000 but not having much
left after taxes, schooling, housing, and family costs—not to mention saving for
an affluent retirement.”

Want to know more?


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.

START YOUR JOURNEY WITH CENTRUS


FINANCIAL ADVISOR SERVICES THAT PUT YOU IN CHARGE OF YOUR LIFE.

From identifying your most pressing financial needs, developing and implementing
your financial
plan and tax-wise strategy to investment management, we provide a full range of
services to equip
you for success in your financial life.

Our areas of expertise include the following:


FINANCIAL PLANNING


TAX STRATEGIES


INCOME PLANNING


INSURANCE REVIEW


INVESTMENT MANAGEMENT


COLLEGE EDUCATION PLANNING


RETIREMENT PLANNING


ESTATE PLANNING REVIEW


RETIREMENT IS APPROACHING. DO YOU KNOW WHERE YOU ARE ON THE JOURNEY?





It’s never too early to begin planning for your retirement. The earlier you
identify your goals, plan and save, the more likely you are to achieve the
retirement you’ve always desired. The most crucial step is to start now.

Whether you are ten years out, three years away, or currently enjoying
retirement, there are smart options to make those years even more fulfilling.

Want to know more about how to prepare for retirement? Download our
complimentary Centrus Retirement Checklist that fits your situation and
calculate your retirement tax risk with our tax bill calculator.

Schedule a call

PLANNING TO RETIRE (SOMEDAY) 10+ YEARS AWAY

The earlier you begin planning, the better off you will be. Get the tools you
need to plan your retirement wisely.

Download now

NEWLY RETIRED RELAX...YOU'VE EARNED IT.

It’s time to ensure you’re maximizing your tax strategy, distribution plan, and
other benefits and getting the most out of your hard-earned savings.

Download now

READY TO RETIRE 1-3 YEARS AWAY

Your retirement is fast approaching.
It’s time to review and implement your retirement plan.

Download now

RETIREMENT TAX CALCULATOR

Don’t get taken by the tax man. Check out the Centrus Retirement Tax Bill
Calculator to understand your potential tax bill in retirement.

Download now


FEATURED ON






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

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. 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.

 * Services
 * About
 * Contact
 * Resources

 * Podcast
 * Blog
 * Events
 * News

Follow us

 * Follow
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 * Follow
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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.
Privacy Policy
Terms of Service
Cookie Policy
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Accessibility Statement