Centura Wealth Jonathan FreemanOur Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth ClientsAre you ready to dive into the world of proactive and comprehensive wealth management designed to help ultra-high-net-worth individuals…Apr 3Apr 3
Centura Wealth Jonathan FreemanHow Can High-Income Business Owners Supercharge Their Retirement Savings?Business owners with a lot of surplus cash flow often want to put it away in a qualified plan and defer taxes. The problem is that they…Mar 20Mar 20
Centura Wealth Jonathan FreemanEffective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and MoreLife insurance is often only viewed as a way to get a death benefit.Feb 14Feb 14
Centura Wealth Jonathan FreemanTax Countdown: Planning for the Expiration of the TCJAhttps://youtu.be/C2qakKdwD50Jan 11Jan 11
Centura Wealth Jonathan FreemanHow to Plan for the Looming Estate Tax Issuehttps://youtu.be/22uGAx7xbVkDec 27, 2023Dec 27, 2023
Centura Wealth Jonathan FreemanUnbundling Financial Services and Maximizing Value for High-Net-Worth IndividualsAs the financial services industry moved to a fee-based model, many firms started to ‘bundle’ their services. For example, investment…Dec 13, 2023Dec 13, 2023
Centura Wealth Jonathan FreemanInvesting Amidst Uncertainty: A 2024 Election Discussion with Michael Townsendhttps://youtu.be/FgFx4Bae0VwNov 22, 2023Nov 22, 2023
Centura Wealth Jonathan FreemanKeys to Building an Amazing Corporate Culture and a Rockstar TeamWith companies shifting to a hybrid work environment, it has become challenging to maintain a strong corporate culture, attract top talent…Nov 8, 2023Nov 8, 2023
Centura Wealth Jonathan FreemanHow Centura Creates Value for High-Net-Worth IndividualsAs your wealth grows, your financial planning needs become significantly more complex.Oct 25, 2023Oct 25, 2023
Centura Wealth Jonathan FreemanDelivering Exponential Client Value via Joint CaseworkAdvisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients?Sep 27, 2023Sep 27, 2023
