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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A few strategies that may help you prepare for the cost of higher education.
There’s a link between debt and stress.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Beware of these traps that could upend your retirement.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Important items to consider when purchasing condo insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
Here’s a crash course on saving for college.
There are a few things to consider when buying or leasing your next vehicle.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A bucket plan can help you be better prepared for a comfortable retirement.
A special needs trust helps care for a special needs child when you’re gone.