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How to Liberate your Wealth: A Deeper Look Thumbnail

How to Liberate your Wealth: A Deeper Look

Financial Planning

At Centura Wealth Advisory, we make it possible for you to liberate your wealth. But what does this mean? Let’s dive in and take a deeper look. 

Planning

Planning is a multi-step process that is tedious but essential to moving forward in your wealth. It’s easy to be disorganized financially, that’s where we step in. Centura Wealth helps you create order and organization, and most importantly — peace of mind. 


Planning to liberate your wealth can look differently for each family, individual, or institution. We at Centura offer different areas of planning, including: 


Tax Planning 

  • Short Range Tax Planning

    Long Range Tax Planning

    Permissive Tax Planning 

    Purpose-Driven Tax Planning

Retirement Planning

  • Wealth Accumulation

    Lifetime Income

Portfolio Planning

  • Portfolio Review

    Portfolio Proposal

    Portfolio Stress-testing

    Bespoke Alternatives

Estate Planning

  • Charitable Planning

    Multi-generational Planning

    Life Insurance Planning

Real Estate Planning

  • Real Estate portfolio Analysis 

    1031/Exchanges

    Refinancing

    Exit Planning

    Like Exchanges (TICs, NNN, DSTs)


Clearly, there is a lot of planning options available. Depending on your position and interests, we can work with you to narrow down which options deliver the highest value for you.

Precision

Our tax planning starts with your existing baseline. After a comprehensive review, we illustrate and synthesize the complexities of your tax profile into sophisticated options that drive meaningful outcomes to reduce your tax burden for you, your family, friends, and your organizations.


Precision is key, and our team will analyze and triangulate your purposes and want to design a unique liberated wealth plan. 


Part of the precision element includes:


  • Identify Existing Strategies
  • Establish a Baseline Plan
  • Unlock “What-If” Scenarios
  • Identify Planning Scope 

Purpose

The purpose of liberating your wealth will naturally stem from planning your finances with precision. Once Centura designs your personalized Liberated Wealth(R) Plan, the next step is to implement and advance the plan. This includes coordinating professionals, portfolio implementation, and scorecard reporting. 

With any big step, there are going to be adjustments that come up along the way, and we make sure they still align with your purpose. Centura will help you steward your Liberated Wealth (R)Plan, even if that means pivoting original goals. 


There are tangible ways your plan can be stewarded, including:

  • Plan monitoring
  • Timely Recalibration
  • Life Events Reset

For those who are interested in liberating their own wealth, please contact us at Centura Wealth Advisory today to see how we might partner!

Our process does not discriminate between uniqueness versus common and therefore is well-adjusted to serve our audience. Just as important is our passion for finding and solving complex problems. 

Centura Wealth does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

For additional information about Centura, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).   Please read the disclosure statement carefully before you engage our firm for advisory services.