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Work with a Financial Advisor that is Committed to

Helping You Create a Unique Financial Plan to Get You Through this Volatile Market

At Iron Point Financial, we love helping people through volatile times. This market stresses the importance of having a trusted relationship.

Connect with a Grove City based financial planner who understands your needs.

2 simple ways to get started
Give Us A Call
or

Schedule an Appointment

Does this sound like you?

Have you been a bit nervous? Have you felt like things are just crazier than they’ve been in a long time? Have you seen your portfolio crater in the last year? At Iron Point Financial, we understand how you feel. We’ve heard things that we don’t often hear like it’s different this time, or will it go to zero? Don’t answer these questions alone. We are here to help.

Are You Asking, "Will I Have Nothing Left?"

What we have found is that having a written plan creates the confidence that you need to get you through these crazy times. It’ll get better. We don’t know when, but it will get better. We love helping people through volatile times. Let us help you create a unique financial plan to get you through these tough times. We’re here to help.

Retirement Planning

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.

Provided In This Service:

Asset Management

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.

Provided In This Service:

Investment Services

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.

Provided In This Service:

How Do I Get Started?

Schedule An Appointment

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.

Create a Clear Plan

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.

Evaluate Your Progress

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.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com Business Continuity Plan | Privacy Promise | Important Disclosures

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