CenterPoint Financial, Inc.
Sophisticated and beginner investors. Strong financial educator and coach all phases of financial planning. CenterPoint acts as client's financial advocate providing liaison function with tax accountant and estate attorney. Portfolio rebalancing and construction- stocks, bonds, mutual funds. Retirement plan specialist: IRA's, 401k's, 403b's, ESOP, Deferred Comp, Roth's. Inter generational wealth transfer specialty.
Serving clients: Taking new clients in the 1 million total asset range and up. Clients include professors, publishing executives, musicians, teachers, professionals, business owners, mid to upper level management employees.