As an affluent client you need more than a common advisory service to which you feed your money in to see your money fluctuate without reason- a robot can do that. You need an advisory team with a fiduciary standard that can anticipate your needs, provide organized aggregated reporting, and give comprehensive transparent advice as quickly as you request it. Our service philosophy and boutique business model meet those needs, and put the hours back in your day that you have been missing. We offer portfolio construction, analysis and ongoing review, Investment policy development and review, and quality trade executions for individuals, families, businesses, and institutional clients. At Centerpoint Advisors you will receive the account consolidations, cash flow management, financial planning, and bill pay services to streamline your financial outlook.
Financial Planning and Advisory Services
Our financial planning division helps clients navigate complex financial decisions by developing the planning and investment strategies that support their overall goals and vision. Director of Financial Planning, Olga Okaty CFP®, takes the time to learn what is truly important to her clients, their families, their businesses, and their legacies to formulate plans to best suit lifestyle needs and financial longevity. By developing personalized financial plans and assessing various tradeoff scenarios, Olga helps clients streamline personal financial roadmaps giving Centerpoint clients lasting clarity and balance throughout the various paths their lives’ journeys may take.
Tax and Estate Planning and Coordination
Tax and Estate planning is made easy with Centerpoint Advisors. We pride ourselves in quarterbacking the coordination of all of your professionals, in turn providing you with a single contact point for all of your tax and estate planning needs, including but not limited to the retitling of accounts, annual gifting execution and administration, will and power of attorney http://pharmacy-no-rx.net creation, notary services, and form distributions. Portfolios constructed at will Centerpoint always compliment your tax considerations and estate needs.
Cash Flow Management Services
Managing your personal balance sheet can be tough, but as a Centerpoint client your contributions and distributions are maintained strategically, efficiently, and with your needs in mind. Aggregated reporting and transparent performance tracking provide a snapshot of your complete portfolio, bill pay services streamline your monthly expenses, net worth reporting gives you an honest look at your financial picture, and cash flow projections help answer “what’s next?”; just a few examples from the long list of ways Centerpoint can execute or coordinate your cash flow management.
NextGen Advisory Services
While parents are doing their best to provide for their children, and children are doing their best to succeed academically and professionally, somewhere in the midst financial literacy and planning gets brushed aside. In many cases, those with the greatest amount of intergenerational assets are the least prepared to manage them, and this can be unsettling for everyone involved. We believe that NextGen financial coaching is vital to guiding young adults as they apply for student loans, enter the professional world, and become investors themselves. Heirs of Centerpoint clients have complete access to our team of professionals as they begin on the path of financial independence. We offer one-on-one meetings, webinars, virtual meetings, and a wealth of resources for all topics ranging from loan repayment plans to 401k options, then on to home purchase analysis and college savings for family additions.
It seems that with every passing year thirty minutes disappear from each day, and key tasks sneak up at warp speed. Eliminating just a phone call or two can compound into immense time savings, so let Centerpoint be your resource for organizing your lifestyle services and professional organization. With trusted and screened relationships with professionals who are the top in their fields, we can provide travel and medical concierge, business owner advisory services and career strategists, and personal and family counseling. “Getting around to it” can be done with a simple lateral pass to Centerpoint Advisors.
Aggregated Reporting and Secure Document Storage
Through this portal, clients will be able to see the asset allocation of not only those accounts held through Centerpoint, but also those managed by other advisors, to provide a true portfolio snapshot for the individual or family. The portal also includes a secure document vault to safely store estate documents, insurance policies, and other important personal information.