Centaurus Financial Inc.

Wealth Management and Retirement Specialist

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind retirement, estate planning, investing, insurance and wealth preservation.

We are an independent investment team with no proprietary investments or research. Being independent allows our financial advisors to work with a wide variety of quality companies to accomodate the needs of each individual investor.

We are a dedicated team of skilled professionals solely focused on serving our clients needs as efficiently as possible. For example, you know how many people are concerned about enjoying their nest egg in retirement while preserving some assets for future generations? Well, what we strive to do is show investors ways to grow assets before retirement, balance income and growth during their retirement years, and still set aside a portion of their portfolio for their children and grand children.

We are here to help educate you about the basic concepts pertaining to investments and financial management; to help you learn a little more about who we are and how we can better help you achieve your goals; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

HOT TOPIC: Looking Beyond the Bull Market

The bull market for U.S. stocks hit the 5-year mark in March; only 5 have lasted longer. Where could stocks be headed?

Is College Around the Corner?

Personal financial decisions can affect the amount of aid a student might receive from the government and/or a college.

HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

HOT TOPIC: Key Indicators Signal Progress for U.S. Economy

In the 5 years since the end of the Great Recession, Americans can finally be upbeat about their financial prospects.

More Newsletters →

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