General Info

Centerpoint Financial Management provides tax efficient retirement planning for California-based business owners and executives nearing retirement. We simplify the financial planning process and provide a 360-degree view of your entire financial life, giving you the peace of mind and freedom to focus on what matters most. We are focused on helping business owners and executives navigate the transition towards retirement. During our process, we will perform a deep-dive into the following service areas: Financial Planning, Investment Management, Social Security Strategies, Tax Planning, Insurance Analysis, and Legacy Planning. We can provide these services in the following formats: One-Time Financial Plan, Ongoing Financial Planning, Investment Management, and our most comprehensive offering Ongoing Financial Planning + Investment Management. Please visit our website to learn more. You may also book a complimentary 30-minute consultation at www.centerpointfm.com/connect. Take control of your retirement journey. Your tomorrow starts today.