The Telos Formula is a proprietary process and is core to your relationship with Centerpoint Advisory Group. It is a client centered, life encompassing, strategic planning process. Our goal is to integrate investment consulting with appropriate risk and debt management, tax planning, cash management and philanthropy. Our goal is to take all unique pieces of your financial life and put them in place. Some may not seem relevant at this time, but as your life unfolds and your needs evolve, Centerpoint Advisory Group and the TELOS FORMula follow a process that helps you pursue all that is important to you and your Ideal Life

We help you implement solutions, with strategies that may reduce risk for many possible outcomes, without apprehension. There is no “one-size-fits-all” when it comes to planning for your future. And because we’re an independent firm, we’re under no obligation to utilize proprietary products or services. That means we’re selective in offering only those investment solutions and services we believe are best suited to help meet your financial objectives.