Financial planning support

for business owners and corporate executives

Business Owners

You’ve put in the hard work and commitment and have overcome challenges to achieve success. It’s only natural you’d want to work with someone who possesses the same level of understanding when it comes to getting the financial advice and solutions necessary to take your business further.

As business owners ourselves, our professionals understand the challenges you face. We also understand your family finances and those of your business may be intertwined, and that not only is your business a source of income today, it may act as the financial driver of your retirement tomorrow.

Working with you as a partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs, including:

  • Asset protection strategies
  • Cash management optimization
  • Employee retention
  • Insurance
  • Financing options
  • Retirement and succession planning
  • Liquidity event

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.

Corporate Executives

As an executive you face many decisions that impact your business every single day. At CenterPoint Financial, our professionals partner with you and provide sound guidance for your individual financial needs. Whether it’s reviewing stock grants and options, addressing your insurance needs or an investment consultation, we provide a thorough review of your financial options to assist you in the construction of a road map that mirrors your goals.