Specialties
About Me
I provide tax efficient retirement planning for based business owners and executives nearing retirement.
I 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.
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Interests & Hobbies
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Credentials
CPA, CFP®
Chartered Designations
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Disclosures
Centerpoint Financial Management LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers and third-party affiliates (referred to as “Centerpoint”) do not offer the sale of securities or other investments. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. The content is provided ‘as is’ and without warranties, either expressed or implied. Centerpoint does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will Centerpoint Financial Management LLC be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, or other content contained. Please seek the advice of professionals regarding the evaluation of any specific content. This information should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.