Iron Point Retirement Solutions
Retirement, a time for new beginnings.
Applying our purposeful and holistic planning approach, we not only help guide you to, but throughout, so you can shore up the retirement you want and deserve!
Your Trusted Retirement Solutions Provider
Our expert team of retirement solution planners has decades of experience helping provide families with the peace of mind that they deserve around the complexities of retirement planning. Whether it’s annuities, life insurance, medicare, tax planning, or other related retirement solutions, we’re here to help.
Unlike some of our bigger competitors who provide similar solutions, we always place the focus on your unique situation and will never recommend a one-size-fits-all approach.
Ready to get started? You can reach out to us now to learn more about our free no-obligation retirement solutions consultation to see what we can do to help you and your family plan for the retirement that you’ve worked hard for and earned.
At Iron Point, You Are Our Top Priority
We understand how key it is to have the best coverage and protection, especially when it comes to insurance. That’s why we’re here to help you make informed and educated decisions
Iron Point's Retirement Solutions Designed for You:
Medicare
Medicare is a federal government health insurance program that provides health coverage for seniors older than 65 and those younger than 65 with a disability. To learn more about the intricacies of Medicare and what options you may qualify, click below to get started.
Annuities
Annuities are financial products that can do a number of different things, like help you create guaranteed retirement income and mitigate the risk of outliving your savings through paying a fixed stream of payments. This makes these investments an attractive option for retirement.
Life Insurance
Life insurance policies have a number of benefits like earning cash value that you may borrow from in a time of need, and help you provide financial support to beneficiaries (which could be your surviving dependents or anyone else) after your death. As life insurance can be overwhelming, we can help you decide which life insurance policy is the best fit for you and your family.
Retirement Planning
Retirement planning can be overwhelming and complicated - at Iron Point, we are here to help provide you with the peace of mind that you deserve. Whether you're close to retirement or just starting your career, we sit down with you to go over various scenarios and strategies you can implement to help get you working towards your retirement goals.
Estate Planning
If you do not prepare properly and create contingency plans for what happens to your estate and various other assets when you pass away, this could lead to a legal and personal disaster for your family. Let us help walk you through what you need to be prepared.
Tax Planning
Don't fall victim to the common pitfalls of poor tax planning that could cost you excessive penalties. We leverage our decades of experience helping clients create tax-efficient strategies. Click the below link to learn more about how we can help you and your family today.
Risk Management
Not sure about how risky your investments are? At Iron Point, we specialize in identifying your risk tolerance, compare that with your current levels of investment risk of your portfolio, and help provide recommendations to limit your exposure to investments that could derail your retirement and financial goals.
Life Transitions
Life transitions are significant changes in your personal life and of your family that impacts your financial and retirement health and planning. These could be planned events like a marriage or birth of a child, or unplanned events like a death in the family or a job loss. We help guide you through major changes to adjust accordingly.
Cash Flow & Income Management
An often overlooked part of retirement, cash flow management deals with tracking and optimizing the amount of money coming in and out. It's easy to get caught up in the daily activities of life and not know how effectively your cash flow management is - that's where we come in. Reach out now to learn more!
Insure Your Future Today!
You deserve coverage to keep you healthy and protected throughout your entire life. At Iron Point Retirement Solutions, we’re dedicated to helping you get the coverage that you deserve. Reach out now and click the following button to get started.
Our Approach
Disclaimer: Iron Point Retirement Solutions, LLC and its affiliates are not Certified Public Accountants (CPAs) or Certified Financial Planners (CFPs) and do not prepare tax returns, nor do they buy, sell, or advise on specific stocks/bonds/mutual funds clients should acquire or sell but do advise clients on how to build a more tax-efficient portfolio through various retirement strategies and advise clients on how they can utilize their portfolio using Safe Money Concepts. Iron Point Retirement Solutions, LLC also helps individuals planning for programs such as Medicare, Social Security and other governmental agencies that we are not affiliated with. Individuals looking for more information about these governmental agencies should visit SSA.gov or Medicare.gov for additional information