Philosophy

At Iron Point Financial Advisors, Inc., we have gained the respect of our clients and community by adhering to strict ethical standards, listening carefully to our clients needs and maintaining access to an extensive array of financial solutions. Unfortunately in the financial services industry, many investment representatives are hindered by a limited range of product solutions available to them and often must adhere to corporate mandates dictating what financial products they can use and sales quotas they must meet.

Just as you wouldn’t continue to see a doctor that prescribes the same list of medications to all of his patients before learning about your unique health problems and concerns, you also wouldn’t want to see a financial professional that recommends the same products and solutions to each of his clients.  The person you choose to help you secure your financial health should have the same qualities you choose in the person dedicated to your medical health.  That’s why we carefully listen to each of our clients’ unique needs and circumstances before creating a custom financial plan and carefully chosen investment and protection solutions that are best situated to your individual goals and objectives.