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Get the help you need to customize a plan that is right for you from a trained and trusted team.
You may currently feel like you can’t retire successfully or you don’t know how to manage your assets effectively. You desire a clear path towards your financial and retirement planning goals, but you may have worked with a financial advisor in the past who has kept your portfolio static and hasn’t shown results. It doesn’t have to be this way. At Iron Point Financial, we value you and will listen to your story so that we can customize a plan that is right for you.
During your journey with us, we'll help keep you on track for financial independence. Focusing on helping you to pursue your retirement goals while also assisting you in working towards your short-term goals. As you approach retirement age, your plan will shift from accumulation to income planning. Retirement planning leads into estate planning, where we develop a strategy to efficiently pass along assets while working toward minimizing your exposure to long-term care costs.
A financial advisor will take you through our Investment Roadmap® process to determine how to get from where you are now to where you want to be. We will then meet with you regularly to review and adjust your plan so you can face your future with confidence. Being confident in your progress gives you the freedom to invest your life in what matters most.
We focus on providing a systematic and quantitative management style. Our goal is to actively work toward building and delivering an investment strategy that produces a portfolio that fits your goals and volatility tolerance. We focus on long-term investing. Whatever your situation, we'll work with you to figure out the best strategy for investing your money so you have the best chance of working towards your long-term financial goals and build the life you want.
In this call (or in-person meeting) we listen to you & assess your goals. We will begin to take you through our Investment Roadmap Tool® to determine how to get from where you are now to where you want to be.
From this call, if we find that we are a good fit for one another, we will develop & execute a plan that has been custom built for you to work towards your investment goals.
We will meet with you each year to review and adjust your plan so you can face your future with confidence. Being confident in your progress gives you the freedom to invest your life in what matters most.
Registered representatives offering securities and advisory services through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency, LLC), Member FINRA/SIPC, a broker dealer and registered investment advisor. Investment advisory services also offered through Vicus Capital, Inc, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Neither Cetera Advisor Networks nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance. While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether.
Investment transaction instructions are not to be transmitted via email. Please contact our office and speak to an account representative.
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