“I have one goal in mind as I work with my clients: help them embrace their passions and plan their financial lives around them.”
In our increasingly instantaneous world, clients expect immediate access to the information they want, whenever and wherever they want it. LPL Account View provides secure financial account access to all Centerpoint Advisory Accounts anytime, anywhere, on any device.
With Account View you can enjoy:
- A timely, accurate snapshot of your investment portfolio—at your fingertips.
- Secure, 24-hour online access and electronic delivery of statements via computer, tablet or smartphone to help protect you from the possibility of mail fraud and identity theft.
- An easy-to-use interface allows easy navigation through accounts, positions, transactions and statements; and provides an intuitive, clear experience.
- Simple enrollment that takes just five minutes or less
- eDelivery opt in for paperless statements, trade confirmations, quarterly performance reports, and prospectuses.
Centerpoint gives you the ability to organize all of your advisors and assets and consolidate them in the same place at the same time. This single secure location streamlines your accounts, assets, private documents, insurance coverages and your retirement and cash-flow models. They are up-to-date and accessible whenever you want them. The Centerpoint Wealth Management System provides a secure, password protected, single-access point to your integrated financial plan.
We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial lives.
The Centerpoint Wealth Management System contains:
- Financial goals/Plans
- Balance sheet/Net worth statements
- Asset allocation strategy
- Account aggregation (i.e. bank accounts, brokerages, frequent flyer miles)
- Cash flow/retirement models
- Tax documents, trusts, wills and other private records
- Insurance policies and coverages
- Estate plan
Benefits to our clients:
- Consolidation of all financial related matters
- Immediate access in a single secure location
- Accounts, assets and balance sheets are always current and updated daily
- Simplicity giving you time to devote to your business, personal endeavors and family