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Invest Your Life in What Really Matters Thumbnail

Invest Your Life in What Really Matters

Stephen Covey once said that “the key is taking responsibility and initiative, deciding what your life is about and prioritizing your life around the most important things." That’s why we’ve created some practical, complimentary resources that we would love to share with you to help you get started on your retirement plan. Click the button below to get started. https://forms.ironpointfin.com/schedule-an-appointment/

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Why Having a Plan is Important Thumbnail

Why Having a Plan is Important

Have you ever been puzzled by all the pieces that go into your financial plan? Do you find yourself scratching your head, unsure how all the pieces fit together? We understand how you feel. In this short video, Greg explain why you don't have to put your financial picture together alone, but instead why we are here to help you get a clear view into better financial health and understanding.

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Series 101: Part 6: The Importance of Having a Plan Thumbnail

Series 101: Part 6: The Importance of Having a Plan

In Part 6 of the Financial 101 Basics Series, Greg discusses the importance of having a plan that you can update and follow. If you have any more questions, please feel free to schedule an appointment with us at ironpointfin.com/schedule-an-appointment

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