Centerpoint Financial Management, LLC / Financial Advisor in Irvine, California

Centerpoint Financial Management provides tax-efficient retirement planning for 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 believe in simplicity and transparency. We do not work on commissions or sell financial products. Our unique fee-structure includes both Ongoing Financial Planning + Investment Management for a flat annual fee.

Take control of your retirement journey. Your tomorrow starts today.

Specialties

401k Rollover Advisory And Investment Management Certified Financial Planner Comprehensive Financial Planning ETFs Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Tax-Efficient Drawdown Strategies Tax-Efficient Retirement Income Tax-Efficient Retirement Planning Wealth Management