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