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Thoughts on September 11th

September 11, 2023

Thoughts on September 11th Do you remember where you were and what you were doing…

Something to ‘Finch’ About

August 10, 2023

Something to ‘Finch’ About August 10, 2023 Greetings,The following article is from our friends at First…

Will Higher Interest Rates Tame Inflation?

September 26, 2022

Will Higher Interest Rates Tame Inflation? Ouch, that was not a fun way to start…

April Showers Drown The Market

May 9, 2022

April Showers Drown The Market Ouch, that was not a fun way to start the…

Additional Thoughts on Ukraine and the Markets

March 8, 2022

Additional Thoughts on Ukraine and the Markets Anything can happen in war, and our hearts…

Russia & Rate Hikes

March 5, 2022

Russia & Rate Hikes March 4, 2022 Greetings, The following article is from our friends at First…

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500+

Satisfied Clients

40+

Years of Experience Combined

$300M+

Successfully Managed

100%

Confidential

LEARN MORE ABOUT OUR FINANCIAL SERVICES

Frequently Asked Questions

HOW ARE WE COMPENSATED?

At Bridgepoint Financial, you choose how we are compensated. Most clients opt for a fee-based platform, which mutually aligns our goals by tying fees to account values under management. Certain investments may require a commission-based structure, but all fees are disclosed and discussed prior to acceptance.

IS THERE A MINIMUM INVESTMENT REQUIRED TO WORK WITH US?

There is no minimum investment required to work with us. We welcome clients with varying financial situations and are committed to helping you achieve your goals, no matter the size of your portfolio.

HOW WILL WE COMMUNICATE WITH YOU & HOW OFTEN?

Our communication channels—be it email, phone calls, or in-person meetings—are tailored to your preferences. The frequency of our interactions will align with your specific needs. Additionally, we conduct an annual review to assess and adjust your financial plan as needed.

WHAT IS A BROKER-DEALER & WHY CENTAURUS?

A broker-dealer provides independent financial advisors with access to a wide range of financial products, investment tools, and regulatory support, enabling us to tailor recommendations to client needs and navigate compliance requirements.

We chose Centaurus Financial, Inc. as our broker-dealer because of their robust support system, independence from shareholders, and commitment to allowing advisors to efficiently run their practices while remaining compliant with industry regulations.

DO YOU WORK WITH CPAS, ATTORNEYS, INSURANCE AGENTS, ETC.?

Although we do not offer these specific services ourselves, we have a network of trusted CPAs, attorneys, insurance agents, estate planners, and other professionals that we refer our clients to. We collaborate closely with these experts to ensure our clients receive well-rounded advice and support.

ARE YOU A FIDUCIARY?

Yes, we are fiduciaries. This means we are legally or ethically obligated to act in your best interests. We prioritize transparency, trust, and integrity in all our financial planning and advisory services.

DO YOU OFFER FINANCIAL SERVICES FOR BUSINESSES?

Yes, we offer financial services tailored specifically for businesses. Our services cover various aspects such as financial planning, investment strategies, risk management, employee retirement plans, and more. We aim to help your business thrive and achieve its financial goals.

HOW CAN I ACCESS MY INVESTMENTS & INSURANCE STRATEGIES?

You will have access to apps and online platforms to easily view and monitor your investments and insurance strategies. These tools offer real-time updates and comprehensive insights, ensuring you stay informed and in control of your financial plans at all times.

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