Secure Your Future Today, Preserve What Is Yours, Craft Your Legacy
At Centerpoint Financial Management, we are dedicated to helping business owners, executives, and professionals plan for their financial future. Our team, led by founder JP Geisbauer, is committed to providing personalized, fee-only financial planning and wealth management services to California-based clients.
Our Services
We offer a range of services designed to help our clients achieve their financial goals. These services include:
- Financial Planning: We create personalized financial plans tailored to each client's unique needs and goals. Our plans take into account factors such as retirement savings, investment strategies, and tax planning.
- Investment Management: We develop investment portfolios that align with our clients' risk tolerance and financial planning objectives. Our primary focus is on long-term investing, using low-cost mutual funds and ETFs.
- Social Security Timing: We help our clients optimize their Social Security benefits, ensuring they receive the maximum possible income.
- Tax Planning: We provide comprehensive tax planning services, including strategies for minimizing taxes and maximizing after-tax wealth.
- Insurance Analysis: We analyze our clients' insurance needs and provide guidance on the right coverage for their unique situation.
- Legacy Planning: We help our clients plan for their legacy, including estate planning, charitable giving, and legacy wealth transfer.
Our Philosophy
At Centerpoint Financial Management, we believe in taking a personalized, proactive approach to financial planning. We prioritize our clients' interests above our own, acting as their fiduciary advisors. We are committed to delivering objective, practical advice, free from conflicts of interest.
Meet Our Founder
JP Geisbauer, the founder of Centerpoint Financial Management, is a certified public accountant (CPA), certified financial planner (CFP), and experienced financial professional with over 25 years of industry expertise. With his extensive experience in the financial industry, JP has honed his skills at top firms, including PwC, and has crafted customized financial plans for small business owners and executives.
Frequently Asked Questions
We understand that our clients have questions about our services and fees. Below are some of the most commonly asked questions and our responses.
- What do you charge for your services? We are a fee-only financial planning and wealth management firm, which means we earn only the fees paid by our clients. We do not sell products or earn commissions.
- Do you have a minimum asset requirement for your services? No, we do not have a minimum asset requirement for our One-Time Plan and Ongoing Financial Planning services.
- What is your investment management philosophy? We develop individual portfolios that align with our clients' risk tolerance and financial planning objectives, using primarily low-cost mutual funds and ETFs.
Get Started
If you're ready to take control of your financial future, schedule a complimentary 30-minute call with us today. Our team of expert advisors will work with you to develop a personalized financial plan that aligns with your unique goals and objectives.
Overall Experience
The reviewers were extremely satisfied with their experience, praising the expertise, attention to detail, and personalized service provided.
Expertise and Knowledge
JP and Centerpoint were commended for their in-depth knowledge of tax rules and regulations, as well as their ability to handle complex returns and investments. They were also recognized for their proactive and detail-oriented approach to tax planning and preparation.
Personalized Service
The reviewers appreciated the flexible and accommodating nature of JP and Centerpoint, who were willing to put in the time to ensure everything was done correctly and to the client's satisfaction. They also praised the convenience of being able to work remotely via Zoom and digital signatures.
Positive Attributes
JP was described as a "nice guy" who is patient, thorough, and knowledgeable. He was able to make the reviewers feel more confident and in control of their finances, and they felt comfortable working with him.
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