We have developed and refined a proprietary process called the TELOS FORMula. 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.
Embedded in this “PROCESS” is our 5 D’s. This experience is effectively an infinite loop with a foundation of constantly asking: ‘What’s important Now”. There is no “one-size-fits-all” when it comes to planning for your future. This process integrates investment consulting with risk and debt management, tax planning, and philanthropy.
Ultimately, we help you implement strategies that may reduce risk for many possible outcomes, without apprehension. 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 products and services we believe are best suited to help meet your financial objectives.
