Iron Point Financial Services: Benefits of Working with A Financial Advisor

iron point financial services

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Iron Point Financial Services for You

At Iron Point Financial, we are about people, not products. Our company has been founded upon the belief that every client is unique and needs a financial plan that will help them reach their specific goals.

We are willing to put in the hard work required to serve our clients where they are today, while being accountable to help them grow into a great future. Since 2014, we’ve been helping individuals and families meet their financial goals.

We want to help you work toward a healthy, well rounded life. Our goal is to see you move into financial stability, enhance your spiritual and physical journey, and invest your life in what matters most to you.

We know that your financial resources are a result of hard work. Grounded by our faith, our principles of honesty and transparency, we are determined to help you steward the blessings you have received. Our financial advisors are committed to invest time into our clients by sitting down to review their plan each year, building a proactive relationship that will stand the test of time.

Iron Point Financial Services

At Iron Point Financial, we believe that you and your family should have access to quality financial planning and advice. That’s why we offer a wide range of services, including:

Retirement Planning Advice

Retirement planning is the process of creating a strategy to ensure you have financial security during retirement. This could look like choosing the right investments or creating a budgeting plan. We’ll help you create and manage your investments, so you can reach your retirement goals.

Retirement planning is our specialty. We’ll advise you and help you create a retirement plan that fits your individual goals and financial situation.

Investments Assistance

Investing is when you put your money into different types of assets with the goal of making a profit. There are various types of investments, such as stocks, bonds, mutual funds, real estate, and more. We’ll help you find the right investments for your portfolio.

We’ll help you make smart investments that are tailored to your individual needs. We understand the importance of diversifying your portfolio and reducing risk, so we’ll help you find the right investments to fit your objectives.

Insurance Help

We provide insurance support for individuals and businesses. We’ll help you understand your individual needs and create a tailored plan to ensure that you are properly protected.

A financial advisor can help you understand the different types of insurance and how they can be used to protect yourself, your family, or your business. We’ll also help you shop for the best rates and coverage.

Estate Planning Services

Estate planning is an important part of financial planning. It includes creating a plan to manage your assets and liabilities in the event of death or incapacitation. We’ll help you create a plan that fits your individual needs and goals.

Financial Advisors at Iron Point Financial specialize in estate planning. We’ll help you create a plan to ensure that your assets are distributed according to your wishes after you are gone.

Tax Strategies

We’ll help you create a tax plan that is tailored to your individual needs. We understand the complexities of taxes and how they can impact your financial future. That’s why we provide comprehensive tax planning services to ensure that you are taking advantage of all deductions and credits available to you.

We’ll also help you with any tax-related questions that you may have and provide strategies to reduce your tax liability. 

Asset Protection Advice

We provide asset protection advice to ensure that your assets are protected from creditors and legal judgments. We understand the complexities of asset protection and will help you create a plan that fits your individual needs.

Getting advice for protecting your assets is important because it can help you keep your hard-earned money safe from creditors and legal judgments. We’ll help you create a plan to ensure that your assets are secure and protected.

Iron Point Financial can offer many more services, such as:

  • College Savings Strategies
  • Business Financial Planning
  • Commercial Real Estate Investment Services
  • Risk Management
  • Business Planning
  • Education Funding Solutions

Benefits of a Financial Advisor

Having a financial advisor can be beneficial in many ways. We can help you develop a plan to work toward your financial goals, minimize taxes, protect your assets, and have peace of mind. Our experienced advisors are here to help you make informed decisions about your money so that you can live comfortably throughout your life.

Having a professional financial advisor is an important part of preparing for the future. Not only do our advisors help you make smart investments and manage your finances, but they can also provide tax advice to maximize your return. The right financial advisor will provide personalized guidance based on your unique, specific needs and goals.

Here are 6 important benefits of having a financial advisor:

  • Professional advice:  Financial advisors have expertise and knowledge on financial matters, which can help you save time and money in the long run.
  • Long-term planning: Financial advisors will help you plan for the future, which can ensure that you are on track to reach your financial goals.
  • Diversification: Financial advisors can help you diversify your portfolio to minimize risk and maximize returns.
  • Side-stepping emotions: Financial advisors can help you eliminate emotional decisions when it comes to investing.
  • Avoiding costly mistakes: Financial advisors will help you avoid making mistakes that could cost more in the long-run.
  • Tax efficiency: Financial advisors can help you reduce your tax liability by taking advantage of deductions and credits.
 

Words from Our Clients

Don’t just take our word for it! Read what people are saying about Iron Point Financial:

“I have been a client of Iron Point Financial since 2014. Their team is knowledgeable, professional, and very helpful with all my questions. They have always gone above and beyond to meet my financial needs.”

-Google Reviews

“My entire family has had the pleasure of working with Iron Point Financial over the years. We trust them completely and know that they are looking out for our best interests.”

-Google Reviews

Working with Iron Point Financial

If you’re looking for a certified financial planner, consider Iron Point Financial. Our team of experienced advisors are here to help you meet your financial goals. Call us today for more information or schedule a consultation. We look forward to working with you!

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Iron Point Financial is here to empower you to secure a brighter tomorrow. We operate physical offices in Grove City, PA and Greenville, PA. 

We primarily serve residents of Pennsylvania, Ohio, West Virginia and Florida but we also have security registrations for 22 other states across the continental USA.

Disclosures

  • Securities and advisory services offered through Cetera Adviser Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. 
  • Investment advisory services also offered through Vicus Capital, Inc. a Registered Investment Adviser. 
  • Cetera is under separate ownership from any other named entity.

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