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Financial Insights & Updates

2022 Outlook…Welcome to 2022

January 20, 2022

2022 Outlook…Welcome to 2022 January 10, 2022 While the markets and other things seemed to have…

Mid-Year Review and Outlook

July 12, 2021

Mid-Year Review and Outlook The Good, The Bad, The Ugly July 12, 2021 THE GOOD – The…

2021 & Your Financial Future

February 1, 2021

2021 & Your Financial Future January 30, 2021Elections Have Consequences… It’s finally over. Or is it?…

Wow, isn’t this a fun time to be alive or what?

October 21, 2020

Wow, isn’t this a fun time to be alive or what? Lots to talk about,…

Dear Valued Clients, Friends & Family

March 27, 2020

Dear Valued Clients, Friends & Family We at Legacy Financial Partners hope this email finds…

What to know about equity compensation

October 5, 2019

What to know about equity compensation It’s become increasingly common for companies to offer equity,…

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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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