Our Services

The value of service and attention

We continue to differentiate ourselves through the highly personalized services we provide to our clients. We understand that it’s difficult to separate your financial goals from your personal aspirations. That's why we take an individualized approach to our relationship with you -- making us just as likely to know your net worth as your child's name.

It’s the best way we know to provide you with the answers to questions that impact your decisions today and your ability to meet your long-term objectives, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a Traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while potentially reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? 
    Long-term care insurance?
  • How can I ensure that my children receive 
    as much as possible from my estate?
  • What do I need to know about wills, trusts, 
    and probate?
Best of all, we make it easy to get started. Simply click here to access the details.  Or contact CenterPoint Financial Group for a meeting at your convenience.