SERVICES
Seeing the Big Picture
With a broad view of the path to your destination, The Centerpoint Group works to effectively guide you according to the established priorities by helping you:
- Bring order to and solidify control over your financial affairs
- Manage risks to your individual and business affairs because you care
- Eliminate or substantially reduce excise, gift, estate, and generation skipping taxes
- Protect your personal and business wealth and income from litigation
- Develop individual and business investment policy statement(s) and manage your wealth in line with the stated needs and objectives
- Assure the continuance of your lifestyle through retirement planning
- Manage the value of your business interests
- Recruit, retain and reward your employees and highly-paid executives with meaningful motivating benefits
Personal
Financial Services
- Wealth Preservation
- Estate Planning
- Retirement Income Planning
- Life Insurance Solutions
- Life Insurance Evaluation Services
- Charitable Planning
- Disability Income Insurance
- Long Term Care Insurance
- Life Settlements
Business
Financial Services
- Defined Contribution Plans /401K
- Defined Benefit Plans
- Qualified Retirement Plan
Benchmarking - Key Person Insurance
- Business Succession Planning
- Buy/Sell Coverage
- Split Dollar Plans
- Deferred Compensation Plans
- Employee Benefits
Equities
- Common Stocks
- Preferred Stocks
- Mutual Funds
- Variable Annuities
- Exchange Traded Funds
- Alternative Investments
Fixed Income
- Government Bills, Notes and Bonds
- Corporate Bonds
- CDs
- Municipal Bonds
- Fixed Annuities
Information Request
I would like to know more about the services you offer.
The Centerpoint Group is an independent financial firm providing comprehensive solutions for clients and their advisors in three areas: asset management, financial planning and financial risk transfer via insurance. Investment advisory services through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. The Centerpoint Group and its affiliates are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
The Centerpoint Group
12 River Bend Place, Suite 101
P.O. Box 321452
Flowood, MS 39232
Phone: 601-969-3456
Fax: 601-969-3517
Email us to request more information about
The Centerpoint Group.
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