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

 

 

 

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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. It includes CenterPoint Advantage, LLC, a registered investment advisor and Pickett, Bradford & Associates, P.A. Securities offered through ValMark Securities, Inc., member FINRA/SIPC. The Centerpoint Group and ValMark Securities, Inc. are separate entities.

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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

Email us to request more information about
The Centerpoint Group.

 

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