Services

CenterPointe’s comprehensive financial planning service considers all aspects of your life – not just your money and financial assets. We’ll help you define your objectives – both personal and financial – and develop a plan to help you achieve your goals.

Services include:

Retirement Planning
We are committed to helping you plan for and make a confident transition into retirement. Proper planning, saving and investing, coupled with ongoing financial management and professional advice, can help you grow and preserve your assets. After careful analysis of your situation, we will recommend an accumulation and/or distribution strategy, focused on generating predictable after-tax income, to support your lifestyle throughout retirement.

Late Stage College Planning
We work with families in the upper-middle income range and higher, to reduce college expenses through a combination of academic, cash flow and tax strategies. We have access to proprietary techniques that can help you if your means exceed the “need-based” scholarship levels. These strategies have the potential to cut thousands of dollars off higher education costs. The money saved can be redirected to retirement savings, creating a legacy and/or supporting charitable causes.

Estate Planning
Estate planning is a priority if you want your wealth to continue to benefit loved ones and favorite charitable causes. We’ll help you structure a plan that ensures an orderly, tax-wise transfer of your wealth.

Investment Management
Our investment management services include custom designed investment policies and ongoing portfolio management, with periodic reviews to ensure the integrity of the portfolio and continued viability of assets within the portfolio.  We believe in diversification, but not over-diversification.  We are committed to providing sound and conservative investment acumen.

 

Learn more about Our Process.