Independent wealth management firm - Simplify your financial life through comprehensive strategies that help create, grow & protect your wealth.
While employed at their prior firm, Zac Majors and Oscar Mondragon unofficially formed their partnership in 2011. Merging their individual expertise into a truly reliable team, they later founded Centric Wealth, to help clients fully realize their financial goals. Since its inception, the firm has been devoted to delivering clients a relationship-based approach to financial planning. As a fully independent wealth management firm, our mission is to help simplify your financial life through comprehensive strategies that help create, grow and protect your wealth. As your Family Wealth Guardians, we foster interaction and engagement with all of our clients’ family members seeking to secure their wealth for future generations.
Operating as usual
financeinsights.net You can stop uncertainty from upsetting your goals
Set better goals in uncertainty with these principles
financeinsights.net Set better goals in uncertainty with these principles
Figuring out which type of retirement plan to offer your employees can be overwhelming. Here, we will discuss the different types of retirement plans to choose from, so that you can better understand your employees’ needs and choose a retirement plan accordingly
2021 is already off to quite the start! As Wall Street turns the page on January, the markets take a turn.
centricadvisor.com Market Recap for January I The first few weeks of January it seemed the markets did not notice the calendar change while the last few days saw a new wrinkle.
financeinsights.net These tactics can transform your goals & your life
In the US, one of the prime causes of financial instability and stress for families is insurance fraud. These scams don’t just cost families money, but also disturb their mental well-being. On average, the FBI reports that insurance frauds cost an average American family anywhere between $400 to $700 per year.
It might seem like a small figure, but let’s give some perspective to that. After hurricane Katrina, an $80 billion relief-fund was provided by the government, out of which, $6 billion was lost to insurance scams within the first 3 months.
Here, we’ll go over some of the more common types of insurance frauds that families often fall victim to and ways you can shield yourselves from them.
centricadvisor.com Are you worried about becoming an insurance fraud victim? Here are a few ways you can mitigate the risks of becoming one. Click here to learn more!
The thought of having a spoiled child is a nightmare for parents and therefore parents often take steps to ensure that doesn’t happen. Learn when and how to start shaping your child's personality.
centricadvisor.com Raising children can be fun, but difficult nonetheless. If you’re worried about how and when to shape your children’s personality, here is a quick guide to help you out!
financeinsights.net The lessons of last year can help us do better in 2021.
Are 529 plans a good idea to save for your child's or grandchild's college education? It depends. Oscar R. Mondragon discusses the pros and cons of 529 college savings plans.
centricadvisor.com If you’re wondering whether a 529 plan account is a good idea to help your child save for their education, here are some pros and cons to consider.
financeinsights.net Bring these lessons into 2021 to make life better.
Main Street vs. Wall Street - A summary of the markets in 2020.
centricadvisor.com Year End 2020 Market Recap I There will most definitely be challenges including the new administration, the effectiveness of the vaccines, the still struggling travel/ leisure industry, the growing discouragement among unemployed and a potential myriad of unforeseeable events (natural disasters, war...
December breeds FOMO!
centricadvisor.com Market Recap for December I The month of December saw little in the way of new market news. Residual rhetoric about the elections and vaccines were soundly ignored by investors who continued buying with both hands.
financeinsights.net Here's how the lessons of 2020 can improve our lives.
The best age to start saving is as soon as possible. However, not everyone is as lucky at a young age to start earning enough to save for retirement, or might have responsibilities that force them to live paycheck to paycheck.
For those of you who’re 55 years old and worried that you don’t have enough time on your hands to create a comfortable, if not luxurious, retirement plan for yourself, we’re here to tell you differently.
centricadvisor.com If you are 55+ and still have no savings or a retirement plan, you might be worried about your future; but we’re here to tell you that you still have a chance! Click here to learn how and what.
Centric is excited to announce Rick Demko as Head of Agency.
As a past NAIFA Houston President, Texas PAC Board Member, National 4 Under 40 recipient, and many prestigious awards, Rick has achieved and been recognized for high levels of success in the insurance and financial services industry.
“It’s a great feeling knowing that we have some of the most talented professionals in the industry on the Centric team,” says Zac Majors “Rick is a man of great character and has a burning passion for this industry. I know he'll make a tremendous impact on Centric, and more importantly, our many clients we serve throughout the nation.”
financeinsights.net We can be happier in 2021 with the lessons of 2020.
Remaining friendly with in-laws can seem like a monumental task, especially if they are wanting to move in and you’re about to say no.
But how can you say no politely? Here, we’ll discuss a few ways you can say no to your in-laws politely.
centricadvisor.com Whether your in-laws are here, on their way or simply thinking about moving in - if you’re planning to say no, make sure you say it politely!
I’ll figure it out when I’m ready to retire, which is the day after never …. That is the response we get from small business owners when we ask how much their business is worth.
The wealth of nearly two-thirds (70%) of all small business owners is tied up in their business. For many of those individuals, the business becomes the personal retirement savings vehicle. Those individuals, however, could be driving blind.
financeinsights.net You'll probably pay more in taxes in the future (unless you take action before Dec 31).
Financial decisions are a fickle thing; they may seem right in the short term, but it’s in the long term that people realize the mistake they made. Oscar R. Mondragon gives three ways to make lemonade out of the lemons life throws your way.
centricadvisor.com If you’re looking for financial advice about decisions you can make that will ensure that you and your family thank your middle-aged self, you’re at the right place! Click here to learn more.
Friends: Most of us have already taken steps to protect our loved ones through life insurance and estate planning, but new laws that went into effect in January took away some common tools and could lead to unpleasant surprises for your family. This guide shows just how the new rules might affect you and how you can take action. Want to get a quick review of your estate strategies now? Call (888) 215-5888 to set up a complimentary 1-on-1 phone appointment.
financeinsights.net Why most should revisit their estate plan right away
November saw very welcomed news on the two largest uncertainties…the election and COVID...
centricadvisor.com Market Recap for November I As we enter the final month of 2020 there is a renewed optimism despite ongoing concerns about economic recovery, cases of COVID, and new administration.
COVID has forced many, be it businessmen or families, to consider ‘what ifs’ that were previously a non-issue. This includes family protection, business succession planning, legacy protection, and more. And one surefire way of safeguarding all these interests is by getting your affairs in order. Learn about a few of the differences between a will or a trust-based estate plan.
centricadvisor.com If you’re on the fence about whether you need a will or a trust, or are simply confused about the matter, read this quick guide to help you make an informed decision!
financeinsights.net TIME-SENSITIVE: Act now to take full advantage of these potential tax savings.
Life is fragile and the pandemic is making us think more than ever about protecting our loved ones. If you haven’t reviewed your estate strategies in 2020, you might be missing out on new opportunities as well as leaving your family vulnerable to recent rule changes that could accidentally disinherit your spouse or leave a big tax bill behind. This FREE guide breaks down what you need to know (and how to take action). Want help getting your ducks in a row? I save a few appointments each week — grab one by calling (888) 215-5888.
financeinsights.net Read about how they may impact your existing or future plans
financeinsights.net Some opportunities could result in permanently lowering your taxes for life. Download it here.
Getting married is like eating a cookie in which you know there is a raisin, but you eat it because there are also chocolate chips. There are good moments and bad, the exciting and the boring, and the topic of this article, your family and your in-laws’.
This is a must read if you're going to be around your in-laws this holiday season. Oscar Mondragon gives a few going points about getting along.
centricadvisor.com If you’re struggling to keep up with your in-laws or are about to visit them during the holiday season, here is a quick guide to making sure your relationship with them remains strong!
COVID-19 has raised a lot of estate planning worries and many folks are thinking of ways to protect their loved ones amid all this uncertainty. Even if you’ve done the work of setting up life insurance and an estate strategy, have they been updated for the new rules that went into effect in January? This FREE guide shows how to protect yourself from unpleasant surprises, like accidentally disinheriting your spouse or leaving your heirs with a big tax bill. Download and read it instantly. Want some advice now? I save a few appointments each week — grab one by calling (888) 215-5888.
financeinsights.net Why most should revisit their plan right away
financeinsights.net The scams may be new. The tactics aren't. Discover why!
As parents, we often forget how observant our little ones are. We forget that whatever we experience together is forming our children’s early memories, which will later shape their life. They see and remember little things that we might forget the same day but they don’t. This means that we have the power to create memories for our children.
Learn how to make unforgettable memories with your little ones and share with us some of your fondest memories as a child. Don't forget to tag those that were there with you.
centricadvisor.com Our children’s experiences help them make sense of the world around them. Parents have the power and responsibility to transform those into unforgettable memories.
financeinsights.net Take full advantage of the latest tax changes to possibly reduce your taxes
Most of us have already taken steps to protect our loved ones through life insurance and estate planning. But new laws that went into effect in January changed the rules on us and some strategies are now dangerously out of date. This simple guide breaks down what changed and whether you might be affected. Just click to download. Need personal advice now? Call (888) 215-5888 to get your questions answered in a complimentary 1-on-1 phone appointment.
financeinsights.net Read about how they may impact your existing or future plans
financeinsights.net Learn how the top money scams work so you don't get taken
People often wonder when the best time to invest is; is it now? Or is it sometime in the future? Or has the ship already sailed? Oscar R. Mondragon shares his insights on when you, as a young person, should start investing and how much you should invest, if at all.
centricadvisor.com If you’re worried about your future self and their financial security and are wondering whether investing at 25 is a good idea, here is your answer! Click here to learn whether you should invest or not, and how much!
financeinsights.net Anyone can be conned. Here's how to spot & avoid scams.
At Centric, our goal is to empower you with real advice and sound strategies so you can reach your financial goals. Whether you’re just starting on your journey, or you’re well into your golden years, we have the expertise to assist you in every season of your financial life. It’s time for you to live your best life.
Centric is an independent, privately held wealth advisory firm that assists clients from around the nation in making effective financial decisions through a relationship based on trust, personalized service, and uncompromising integrity. We make your financial journey simple and straightforward providing consistent, anchored support every step of the way. Our entire team is centered and focused on helping you plan all key areas in your financial life and take the necessary steps to accomplish your goals.
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CPA, financial planning, investment advice and management, and insurance services
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