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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.

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

 

The History of Retirement

Do you know where the idea of “retirement” comes from?

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Rightsizing for Retirement

What does your home really cost?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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