Helping Manage Your Transition to Take the Next Step in Your Career

As a successful executive making a transition, you know that you will face a swarm of distractions once you take that next step to your new role.

Finding time to make key decisions with a package and retirement accounts and setting up a long-term financial plan may be lost at the bottom of your to-do list.

You might have questions such as:

  • How can you avoid a serious mistake with your past retirement accounts and packages?
  • How can you save time and get organized with financial planning issues such as insurance, retirement planning, or tax planning?
  • Are you making the right investment decisions today, and do you maintain a properly diversified investment strategy for your long-term benefit?

Centrix Wealth Partners can help to:

  • sift through your current decisions for a higher degree of comfort,
  • map out your long-term financial plan, and
  • position you for long-term success.

Discover how Centrix Wealth Partners puts you at the center of the process so that you gain control
to live your best life »

Banking and lending solutions provided by Raymond James Bank. Raymond James Financial Services, Inc., and Raymond James & Associates, Inc., are affiliated with Raymond James Bank, a Florida-chartered bank.