Growing Your Financial Advisor Business STARTS WITH YOU
WHY JOIN IRON POINT FINANCIAL ADVISORS?
While the benefits are numerous, in a nutshell, Iron Point Financial Advisors is an attractive option if you want the increased flexibility and earning power that comes with owning your own business, but still want the collaboration of a team and the shared administrative support that comes with being part of a group. We are able to offer you the same excellent product selection and superior service that independent broker dealers have become known for, while also lessening your administrative business duties and expenses.
Benefits of joining Iron Point Financial Advisors:
- Protect your practice and lessen your burden with outsourced compliance
- Ability to get paid quicker with fewer rejections on paperwork
- Collaborative versus combative relationship with the home office
- Negotiating power on platform pricing, special situations and commissions with broker dealer
- Lower overhead costs with shared location, furniture and equipment
- Coaching, mentoring and local support to reach your business goals
- Camaraderie and joint work with experienced planning and product professionals
- Training for you and your staff
- Market under an established branch brand or receive support in building your own brand
- Built-in succession and contingency planning
- Built-in support for operational issues and problem resolution assistance
- Ability to enjoy independence while still receiving support
Learn about Iron Point Financial Advisors collaborative culture.
Contact Us at (877) 932-4101 x 6 to learn more.
Take Action. Start building your business today. (877) 932-4101
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding how capital gains are taxed may help you refine your investment strategies.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
When to start? Should I continue to work? How can I maximize my benefit?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.