Aubrey Serfling and Lori Long have worked with Centura Wealth Advisory (Centura) as clients for over eight years now. Despite being retired executives today, they continue to work on their charitable endeavors.

In this episode, Derek Myron interviews Aubrey and Lori about their client experience at Centura. They share insights into their wealth management journey which includes comprehensive tax planning, estate planning, balance sheet optimization, and cash flow planning.

Aubrey and Lori discuss:

• Major pain points they uncovered during their discovery process
  
• How they have benefited from trusts (e.g. CLATs) and various alternative investments
  
• Balance sheet items that caused maximum problems — and how they addressed them
  
• Their advice to executives who are trying to manage wealth on their own
  
• And more
  

Resources:

• Centura Wealth Advisory’s Liberated Wealth® Process
  

Connect With Centura Wealth Advisory:

• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Derek Myron
  
• LinkedIn: Centura Wealth Advisory
  

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.