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.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Do your insurance needs stay the same when the nest empties?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Even if you’re young and single, you should still consider protecting yourself.
Building wealth requires protection from the forces of wealth destruction.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
That big list of dreams and goals isn't the only way to look at your bucket list.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a quick guide to checking to see if you have unclaimed money.
A bucket plan can help you be better prepared for a comfortable retirement.