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The advantages of choosing to implement Employee Stock Ownership (ESOP) as a part of your exit plan, vs. selling your company to an outside entity depends on your specific situation.

Have you ever asked your financial planner, "What's your company culture like?" If you’re new to financial planning, it can be difficult to know what questions to start with—even if you’re not new to planning, this is true. Here are five questions to ask your financial planner at your next meeting.

One example of intention influencing financial planning is succession planning and inheritance. The intention behind financial planning is to set up your family members for success and provide for future generations. Since there is a passion for protecting your loved ones, the intention fuels the fire of financial planning.

The Los Angeles Times reported that “about $36 trillion will flow from one generation to another over the next 30 years.” This is a huge sum of inheritance to manage, and the conversations leading up to receiving said inheritance might feel uncomfortable or morbid. but they don’t have to feel this way.

At Centura Wealth Advisory, we believe in providing our clients with full transparency. In an effort to display this value, we’ve decided to give you a little insight into who our team is. Recently, Centura Wealth has dedicated time to improve its employees’ lives outside of work through encouraging journaling, meditation, appreciation for others, and so on. Hear from our very own Centura Wealth employees about how these practices create energy in the workplace!

Wealth managers are a subgroup of financial advisors, so they provide more specific advice and services. When looking to Liberate Your Wealth®, understanding what each professional provides will save you time and money when choosing the right partnership. At the end of the day, which client needs are met is the biggest differentiator between a financial advisor and a wealth manager. Let’s explore.