Centura Wealth Jonathan Freeman – Medium

Centura Wealth Jonathan Freeman

Centura Wealth Jonathan Freeman

Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients

Are you ready to dive into the world of proactive and comprehensive wealth management designed to help ultra-high-net-worth individuals…

1 min readApr 3, 2024

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Centura Wealth Jonathan Freeman

How 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…

1 min readMar 20, 2024

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Centura Wealth Jonathan Freeman

Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More

Life insurance is often only viewed as a way to get a death benefit.

1 min readFeb 14, 2024

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Centura Wealth Jonathan Freeman

Tax Countdown: Planning for the Expiration of the TCJA

https://youtu.be/C2qakKdwD50

1 min readJan 11, 2024

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Centura Wealth Jonathan Freeman

How to Plan for the Looming Estate Tax Issue

https://youtu.be/22uGAx7xbVk

1 min readDec 27, 2023

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Centura Wealth Jonathan Freeman

Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals

As the financial services industry moved to a fee-based model, many firms started to ‘bundle’ their services. For example, investment…

1 min readDec 13, 2023

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Centura Wealth Jonathan Freeman

Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend

https://youtu.be/FgFx4Bae0Vw

1 min readNov 22, 2023

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Centura Wealth Jonathan Freeman

Keys to Building an Amazing Corporate Culture and a Rockstar Team

With companies shifting to a hybrid work environment, it has become challenging to maintain a strong corporate culture, attract top talent…

1 min readNov 8, 2023

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Centura Wealth Jonathan Freeman

How Centura Creates Value for High-Net-Worth Individuals

As your wealth grows, your financial planning needs become significantly more complex.

1 min readOct 25, 2023

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Centura Wealth Jonathan Freeman

Delivering Exponential Client Value via Joint Casework

Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients?

1 min readSep 27, 2023

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Centura Wealth Jonathan Freeman

Centura Wealth Jonathan Freeman

The team shares smart techniques and insights for individuals and families to innovative tax planning strategies that help build and protect their wealth

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