Twogood Financial Services, INC.

Twogood Financial Services, Inc. is a registered investment advisor based in Scottsdale, Arizona. The firm operates primarily by referring clients to EverSource Wealth Advisors, LLC, a separate third-party investment advisor. When clients choose to work with EverSource, Twogood Financial Services refers them to advisors who are dually registered with both firms and operate under the team name CenterPoint Strategies. EverSource handles the actual management of client portfolios and has authority to make trades, while Twogood Financial Services provides ongoing client support, reviews progress toward financial goals, and facilitates communication with attorneys and certified public accountants. Twogood Financial Services does not charge standalone advisory fees directly; instead, it receives a portion of the ongoing advisory fee paid by the client to EverSource. Certain team members are also licensed insurance agents and may earn commissions for selling insurance products, creating a potential conflict of interest. The firm works with individuals, trusts, estates, charitable organizations, and corporations.