Welcome to Iron Point Financial Advisors, Inc.
Iron Point Financial Advisors, Inc. is an independent financial services firm that offers financial planning, investment management and insurance protection services to clients throughout the western United States. Whether you are at the height of your career, settled into or nearing retirement or seeking assistance with your company’s investment matters, we want to help you feel more confident about both your short and long-term financial decisions.
Our knowledgeable, experienced financial professionals will work with you to deliver customized plans to help alleviate your challenges and meet your goals. We don’t believe in “one size fits all” financial solutions. You have our commitment to getting to know you and understanding your dreams before making any recommendations.
By working with us, you can rest easy knowing that we put your best interests first and that our advice is tailored to fit your specific financial strategy. We are focused on your success and committed to helping you protect and grow your wealth.
We encourage you to explore our website and contact us if you have any questions or would like more information about working with an advisor at Iron Point Financial Advisors, Inc.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are common mistakes you can avoid when saving for retirement.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
How to help determine life insurance needs to provide for your family after you pass away.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How will you weather the ups and downs of the business cycle?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?