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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

The History of Retirement

The History of Retirement

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

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Building Your Legacy

A four-step framework for building a personal legacy.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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