Based in Irvine, Centerpoint Financial Management is an Independent, Fee-Only, Fiduciary Financial Advisor providing financial planning and wealth management services to business owners, real estate investors, and executives with complex equity compensation and stock option issues. As an independent, fee-only, fiduciary financial advisor, we do not sell products or earn commissions. We are objective and analysis driven. Our fees are transparent, and we are able to offer a flat-fee structure. Our services range from a one-time plan to ongoing comprehensive wealth planning. We can help address questions like: Do I have enough money to retire comfortably? When should I claim social security? How can I create a tax-efficient withdrawal strategy so I can take money from my retirement accounts without getting crushed by taxes? How can I make sure the wealth I've created over the last 20, 30 or even 40 years goes to the people and institutions I care so deeply about? Given my age and risk tolerance, what is a reasonable asset allocation for me? ...and many others. Our comprehensive financial plans help give people confidence and peace of mind as they make the transition into retirement. Retirement should be an enjoyable season in your life. Don't leave it up to chance. You've got one chance to get retirement right! Ready to get started? Please schedule a complimentary, 30-minute consultation today!

Website: centerpointfm.com

Phone: (949) 753-2875