Broker Check

Services

How We Work

As a Financial Planner, I’m dedicated to helping my clients meet their financial goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. With over 22 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience throughout major shifts in the markets- enables me to help my client’s structure portfolios to address their specific financial goals.

It takes more than a single planning session to put wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies used to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. The last thing you need in your busy life is a complex web of financial relationships. As my client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact- me.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

david@ironpointadvisors.com |  408-881-2269