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Our Services

At Center Pointe Wealth Management, LLC, we provide assistance in the following areas:

Investment Services

  • Traditional and Roth IRA’s
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds
  • Bonds
  • Certificate of Deposits
  • Money Markets
  • Insured Cash Accounts
  • Structured Notes and UIT’s
  • Real Estate
  • Institutional Money Managers
  • Variable and Fixed Annuities
  • Trust Services
  • 529 Education Plans

Financial Planning

  • Integrated Financial Planning
  • Retirement Planning
  • Retirement Income Planning
  • Investment Planning
  • Risk Reduction Planning
  • Estate Planning
  • Philanthropic Planning
  • Education Planning
  • Tax Minimization Planning
  • Stock Option Planning
  • Special Needs Planning
  • Lottery Winnings Planning
  • Net Worth Statements
  • Cash-Flow Analysis
  • Cash Management

Financial Protection

  • Long Term Care Insurance
  • Life Insurance
  • Disability Insurance
  • Buy-Sell Insurance
  • Key Person Insurance

Business and Non-Profit Organization Services

  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Deferred Compensation Plans
  • SIMPLE’s
  • SEP IRA’s
  • ESOP’s
  • Business Succession Planning
  • Business Transfers
  • Endowment Services
  • Philanthropic Services