With a broad view of the path to your destination, The Centerpoint Group works to effectively guide you according to the established priorities by helping you:

• Bring order to and solidify control over your financial affairs
• Manage risks to your individual and business affairs because you care
• Eliminate or substantially reduce excise, gift, estate, and generation skipping taxes
• Protect your personal and business wealth and income from litigation
• Develop individual and business investment policy statement(s) and manage your wealth        in line with the stated needs and objectives
• Assure the continuance of your lifestyle through retirement planning
• Manage the value of your business interests
• Recruit, retain and reward your employees and highly-paid executives with meaningful motivating benefits

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