ANAHEIM, Calif. & INDIAN WELLS, Calif.–Centaurus Financial, Inc.® (“Centaurus”) and Robert Binkele and Estate Planning Team, Inc. (“EPT”) are pleased to announce that EPT has selected top independent broker/dealer, Centaurus Financial, Inc., as their new broker/dealer and registered investment advisory firm. Robert Binkele, founder and CEO of Estate Planning Team, Inc., and one of the nation’s most successful financial advisors, carefully considered several prominent broker dealers from a large number of interested companies, to select the organization that could best serve the interests of his many clients and affiliated members throughout the country.
Robert Binkele was one of the top Registered Principals at J P Turner & Company and, before that, a top producer with Raymond James Financial. A unique figure in the financial services industry, Robert founded and developed Estate Planning Team to help meet the planning needs of his high-net worth clientele. Robert’s dream has been to develop a platform that enables financial advisors to better serve their clients by offering unique and effective capital gains tax deferral solutions to financial services professionals as a complement to their traditional investment and financial planning services. He believes that doing so enables them to deliver superior options to their clients, giving them a significant competitive advantage in the financial services marketplace.
According to Centaurus Financial, Inc. CEO, Ron King, “We are very excited to bring Robert on board with Centaurus. Robert is an innovator in our industry who has devoted a great deal of his career to developing the right team and the right program to assist financial professionals in managing and preserving wealth for clients. At Centaurus, it is our mission to provide advisors and their clients access to all of the tools they need to succeed and we think that Robert and his work with Estate Planning Team do just that.”
The growth of Estate Planning Team over the past nineteen years has been phenomenal. Robert Binkele successfully tapped into the growing demand for comprehensive tax and financial solutions by owners of highly appreciated real estate and businesses throughout the country who didn’t want their hard earned wealth to be depleted by onerous capital gains and estate taxes. According to Robert Binkele, “Trust and integrity are critical to the success of Estate Planning Team and it was crucial to find a broker-dealer affiliation that shared our values and vision. There were many high quality broker/dealers to choose from but, to me, Centaurus Financial, Inc.® was the clear choice. As a privately-held legacy broker-dealer, with a focus on outstanding customer service, a broad platform of products and services offered to its customers, recognition by its peers, and its approval and support of Estate Planning Team and the Deferred Sales Trust™, Centaurus Financial, Inc.® stood out as the best of the best for me and our team.”
Headquartered in Anaheim, California, Centaurus Financial, Inc.® was formed in 1992 as an independent broker/dealer and registered investment advisor (RIA) to provide a platform for independent financial advice and services. Throughout its 23 year history, Centaurus has enjoyed consistent growth as a premier service provider to independent financial advisors and the clients they serve. Centaurus is ranked as one of the top 50 independent broker/dealers, based on gross revenue, for the twelfth consecutive year, according to InvestmentNews. In 2015, Centaurus moved up in the survey to #39 with $134 million in total revenues. This impressive revenue growth firmly establishes Centaurus as one of the fastest-growing independent broker/dealers in the country. For registered representatives, insurance agents or financial advisors interested in joining one of the best independent broker-dealers in the country, please visit Centaurus’s website for financial professionals at www.joincfi.com or contact Tesh Lokumal at (800) 880-4234.
Estate Planning Team is the exclusive licensor of the Deferred Sales Trust® (“DST”). The DST utilizes IRC § 453 (installment sales) to allow owners of highly appreciated real estate, businesses and other highly appreciated assets to defer the payment of capital gains taxes upon the sale of those assets. In short, the pre-tax sales proceeds are placed into a Deferred Sales Trust® and, in return, the taxpayer receives a note, specifying a predefined, annual interest rate (for income or growth). The original asset is sold to a third party buyer and is replaced in the trust with a portfolio of diversified investments that are approved as collateral by the taxpayer and the trustee. Unlike a 1031 Exchange, the taxpayer is not required to acquire like-kind replacement property.
For more information or to register for a free webinar on the Deferred Sales Trust™, please contact Kari Smith (866) 779-5339. To learn more about the Estate Planning Team visit the company website at www.myept.com. To read more about the Deferred Sales Trust™ go to www.mydstplan.com.
Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA/SIPC, a registered broker/dealer and registered investment adviser. These services are offered to residents of the United States of America in certain states. Please contact us so we may verify we are registered in your state. Estate Planning Team, Inc. and Centaurus Financial, Inc. are not affiliated companies.