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Your path to financial independence

 

Services

How much money will I need to retire? What’s the best way to pass money from one generation to another?  What benefit solutions should I offer my employees? 

You are not alone if you are struggling with uncertainty regarding your current or future financial situation.  In our increasingly complex world, the vast majority of people and organizations are turning to financial professionals to help them plan for their investment and protection needs.

At Iron Point Financial Advisors, Inc., we take a comprehensive approach to financial planning to help you maximize your assets and minimize your risk.  Whatever your goals and objectives, our team of financial professionals strives to incorporate all aspects of your financial situation to create a customized plan that will work for you.  The comprehensive wealth management solutions we provide include:

Investments

  • Portfolio Management and Design
  • Third Party Money Managers
  • Fee Based Management
  • Stocks/Bonds
  • Mutual Funds
  • Unit Investment Trusts (UITs)
  • Principal Protected Notes
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments
  • 1031 Real Estate Tenants in Common

Insurance

  • Variable Annuities
  • Personal Lines
  • Business Coverage
  • Life
  • Health
  • Disability
  • Long Term Care
  • Indexed/Fixed Annuities

Advanced Planning

  • Business Planning
  • Buy/Sell Agreements
  • Cross Purchase Plans
  • Trust Services

Retirement Planning

  • Income Distribution Planning
  • IRA/Roth IRA’s
  • SEP/Simple IRA
  • 403B/401K Management
  • Pension Maximization
  • Buy Out/Separation Analysis

Education Planning

  • 529 Plans
  • UTMA/UGMA

Tax Planning

  • Tax Strategies
  • Tax Deferred Investments
  • Tax Managed Portfolios

Investment Banking

  • Equity Research & Analysis
  • Mergers & Acquisitions
  • Portfolio Reviews
  •  Institutional Investment Management
  • Business Valuations
  • Yield Oriented Products