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