Making Money Simple
Custom Financial Strategies for Every Stage of Your Life
We provide comprehensive financial services with an emphasis on the client relationship. Our role is to serve and educate our clients so we can create long term financial strategies that produce results.
In our experience, most people have a number of professional advisors and make micro decisions that do not seem to maximize their potential. Our approach is more comprehensive. By coordinating all of these advisors, we can work together to reduce inefficiencies in the clients’ worlds and instill confidence in each decision they choose. For most of you, we will be the Financial Strategist or “Personal CFO” at the center of your other advisors. For others, we will be a part of your advisory team.
Centerpoint Associates provides comprehensive financial services with an emphasis on the client relationship. Our role is to serve and educate our clients so we can create long term financial strategies that produce results.
Our primary focus is to treat each of our clients as if they were our own family. We understand each person comes from a different financial background. Many are seeking guidance to help them understand “how money really works”.
The first step in reaching your goals is to have a solid strategy of how to achieve them. We will help you understand your current position, identify strengths and weaknesses, and implement realistic strategies that enable you to see positive changes year after year.
What if you could work with a professional who took a completely different approach to money management? Who used revolutionary web technology to help you with budgeting, protecting what’s important, and achieving financial success? What would that mean to you, your family, your business?
Watch this 3 minute video to learn how we can work together to help you achieve Financial Balance.
The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.
1: Source: https://www.thelivingbalancesheet.com/know-the-real-truth