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Investment Advisement and Wealth Counseling

 

Seeing the future and getting there are two different things. The former requires focus and precision, resulting in clear objectives. The latter demands commitment: adherence to a plan that manages the risks and opportunities along the way. Seeing and doing--two entirely different functions--essential for success. So you see your destination, but not all the steps along the way? Our purpose is to help you not only plan your journey, but, most importantly, implement the steps needed to reach your goals.

 

Your legacy: a life's destination

Good financial management is a lot of work--work that sets a good example. For children and grandchildren, for business partners and employees, there is no substitute for having witnessed the care, thoughtfulness, attention to detail, and discipline that good planning demands. Too often families and businesses have witnessed the final breath of a loved one setting into motion costly, avoidable financial consequences. The tragic result is a message that represents a contradiction to a responsible life of hard work. The Centerpoint Group helps clients transform their life's work from success to true significance...passing value, responsibility, and work stewardship ethics to those they care about. The result? A meaningful legacy that completes the circle of our lives.

 

Our mission

To provide integrated solutions for successful individuals, business owners, professionals and executives who must navigate the complex tax, legal, and financial worlds in order to gather, manage, protect and pass on their wealth.

 

 

Retirement Plan Advisory Group (RPAG) is not affiliated with and is a separate entity from ValMark Securities, Inc.

 

 

Contact Information

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Client Review Checklist

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Latest Articles

There's Still Time to Contribute to an IRA for 2015

Wes Davis - Tuesday, March 08, 2016

Structuring a Retirement Portfolio

Wes Davis - Thursday, April 30, 2015

What does the term "qualified plan" mean?

George Pickett - Friday, January 16, 2015

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

414 E. Capitol St.

P.O. Box 137

Jackson, MS 39205

Phone: 601-969-3456

Fax: 601-969-3517

info@thecenterpointgroup.com

Copyright © 2015 The Centerpoint Group

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