CLIENT REVIEW CHECKLIST

The Centerpoint Group is an independent financial firm providing comprehensive solutions for clients and their advisors in three areas: asset management, financial planning and financial risk transfer via insurance. It includes CenterPoint Advantage, LLC, a registered investment advisor and Pickett, Bradford & Associates, P.A. Securities offered through ValMark Securities, Inc., member FINRA/SIPC. The Centerpoint Group and ValMark Securities, Inc. are separate entities.