Our Process

The Liberated Wealth® Process is a holistic, multi-stage financial planning framework designed by Centura Wealth Advisory. It moves beyond standard investment management to provide a ‘Deep Dive’ into a client’s entire financial life—uncovering pain points, unlocking complex ‘what-if’ scenarios, and delivering a precise, data-driven roadmap to financial freedom.

The Liberated Wealth® Process

The Liberated Wealth® Process

WHO WE HELP

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SAN DIEGO

12255 El Camino Real, Suite 125
San Diego, CA 92130
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858-771-9500

MURRIETA

25109 Jefferson Ave, Suite 205
Murrieta, CA 92562
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951-677-3960

Our planning fee pricing for income tax planning services is determined using a standardized matrix based on Net Worth, Income, and Meeting Frequency. This base planning fee price may be adjusted to account for increased complexity or the occurrence of a future income event. To project tax savings, we analyze prior year tax returns to determine their past tax liability to project out the following year’s tax liability. Based on facts collected and confirmed by the client, we then identify and evaluate applicable tax strategies and the estimated annual tax savings they would produce if implemented. The estimated annual tax savings are then divided by the annual engagement price proposed to/agreed to by the client to determine the multiple on estimated annual tax savings generated as it relates to the planning fees paid. Please note, these initial projections are preliminary and based on our current understanding of the client’s situation. Outcomes may vary based on client’s decisions or chosen course of action regarding the implementation of recommended strategies, their specific goals, and risk tolerance.

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CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For more information click here