Our Services
Our firm specializes in helping high-achieving professionals retire to a life they love. We offer personalized, formal financial planning. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on retirement income planning, as well as other issues that are critical to your financial well being.
Investments Services
401 (k)
Annuities
Mutual Funds
Educational Plans
Individual Retirement Accounts
Simple IRA
Pension Plans
Alternative Investments
REITS
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Education Planning
Account & Legal Referrals
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Employee Benefits
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
charlie@centerpointefs.com | 509-473-9030