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Individual Services

A wide range of services and solutions to help you achieve your desired objectives and results.

Wealth Accumulation

Identifying Investment Opportunities
Asset Allocation
Risk Analysis & Tax Implications

Investment & Retirement Planning

Personal Investment Strategies
Traditional & Roth IRAs
Distribution Comparisons & Analysis
Small Business & Corporate
Retirement Plans

Qualified Plan Consultation

Risk Management & Evaluation
Profit Sharing Plans
Financial Advisory Servies

Estate Planning

Estate Tax Analysis
Estate Evaluation Services

Portfolio Review

Recommendations for Asset Allocation
Money Management & Mutual Fund Analysis

Wealth Protection & Transfer

Insurance Needs
Business Succession & Transition Issues
Trust Considerations

Account Consolidation

Consolidated Comprehensive Statement
Elimination of Investment Duplication
Efficient Account Management to Reduce Overlapping Maintenance Fees

Education Planning

529 Plans
Education Trust Management
UGMA/UTMA Custodial Accounts

Alternative Investments

Private Placements
Hedge Fund Opportunities

© 2006-2008 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance

Securities offered through National Securities Corporation, member FINRA/SIPC. Investment Advisory Services offered through National Asset Management, Inc.
Registered Investment Advisor and affiliate of National Securities Corporation. All accounts carried by National Financial Services, LLC, member NYSE/SIPC.

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