Helping you thoughtfully

prepare for retirement

The idea of retirement elicits a wide range of thoughts and emotions, which can oftentimes be overwhelming.

The goal of the CenterPoint Financial Group team’s Retirement Readiness process is to make you aware of and help you to address the many facets of your retirement plan. We strive to give you a better understanding of potential gaps in your overall strategy and work toward potential solutions.

We break Retirement Readiness into four major categories:

  1. Health, wellness and personal goals
  2. Wealth enhancement
  3. Wealth preservation
  4. Wealth transfer

After analyzing the key components within each of these categories, our goal is to give you the confidence to make informed decisions in the best interest of you and your family.