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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Do you understand these common mobile slang terms?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A letter of instruction provides additional and more personal information regarding your estate.
An inside look at how marginal income tax brackets work.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A special needs trust helps care for a special needs child when you’re gone.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The decision whether to buy or rent a home may have long-term implications.