Centrus Financial Strategies

Centrus Financial Strategies

Share

The Retirement Financial Planners for ALL Ages. We plan WITH you, not just FOR you. For more information, please visit www.adviserinfo.sec.gov.

Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA, an SEC registered investment advisor.

07/25/2026

Every dollar you put away moves you closer to the point where your money can support your lifestyle- and help you buy back your time.

07/23/2026

The 8% rule sounds great… until the market has other plans.

In this episode, Jude breaks down Dave Ramsey’s 8% withdrawal rule and compares it to the more traditional 4% rule. The conversation looks at why averages can be misleading and why a personalized plan matters more than a simple rule of thumb.

In retirement, the question isn’t just how much you could withdraw. It’s whether your income plan can hold up when life and the markets change.

🎧 Watch here: https://centrusfs.com/the-4-rule-vs-the-8-rule-whats-the-right-withdrawal-rate-for-you/

Photos from Centrus Financial Strategies's post 07/19/2026

One of the things I’m most grateful for isn’t just what we’ve built for our clients, it’s who we get to build it with every day. This week, we stepped away from the office and spent the day together at Andretti’s, bowling, racing go-karts, playing laser tag, and just enjoying time with our families. We also celebrated two special additions, welcoming Megan to the team and spending time with Vikki’s beautiful daughter, Millie Grace, who stole the show in more than a few pictures. At Centrus, we believe great client experiences start with a team that enjoys working together, supports one another, and celebrates each other’s successes. To our clients, thank you for trusting this team. I’m truly grateful for this group and excited for everything we’re building together. 

07/15/2026

Estate planning isn't always about complicated legal documents ⬇️

Sometimes it's as simple as asking your bank about a Transfer on Death (TOD) designation.

07/13/2026

Many people think life insurance is only for replacing income if something happens to a spouse. But as life changes, its purpose can change too.

07/10/2026

NEW EPISODE 🎙️

Many people spend years building wealth but give very little thought to protecting it.

In this episode, Jude discusses the often-overlooked areas of financial planning that can have a major impact on your family and legacy. From beneficiary designations and life insurance to trusts and estate planning, small details can make a big difference when it matters most.

Make sure your plan is working as hard to protect your wealth as it did to build it 👇

Listen now: https://centrusfs.com/protecting-what-you-care-most-about/

06/29/2026
06/29/2026

Life changes. Markets change. Your goals may change, too. That's why a good financial plan isn't something you create once- it's something you revisit and refine over time.

06/27/2026

A financial plan shouldn't start with your portfolio- it should start with your purpose.

06/25/2026

A great financial planning experience is about more than just investments.

In this episode of The Roth Guy, Jude walks through the Centrus planning process- from the very first conversation to building a comprehensive retirement strategy ⬇️

Learn how a holistic approach helps connect risk management, investments, income planning, tax strategies, and legacy planning into one coordinated plan.

Watch now: https://centrusfs.com/from-first-conversation-to-being-a-client/

Want your business to be the top-listed Accountant in Orlando?

Click here to claim your Sponsored Listing.

Location

Address


121 South Orange Street, North Tower Suite 1500
Orlando, FL
32801

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 8pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm