Iron Point Financial Advisors, Inc.

11/18/2025

Welcome Megan Voelker!

12/11/2023

Have you tuned into our latest series, Conversations With Iron Point?

We're continuing to take the time to interview some of our Financial Professionals. Please take a few moments to watch the below interview between myself and our OSJ Financial Professional, Ali Ternan. We discuss everything from where...

09/22/2023

Have you tuned into our latest series, Conversations With Iron Point?

We're continuing to take the time to interview some of our Team Members. Please take a few moments to watch the below interview between myself and our Director of Growth and Innovation, Abby Ronnebeck. We discuss everything from where...

06/20/2023

Have you tuned into our latest series, Conversations With Our Advisors?

We're continuing to take the time to interview some of our Financial Professionals. Please take a few moments to watch the below interview between myself and our OSJ Financial Professional, Juan Vargas. We discuss everything from where...

03/22/2023

Running an independent financial practice is easier with the right support:

As an established financial professional, you’ve seen firsthand all the recent changes in our industry. Once upon a time, financial professionals came primarily from one of two groups: wirehouse stock traders or insurance carrier...

03/03/2023

Have you tuned into our latest series, Conversations With Our Advisors?

We're continuing to take the time to interview some of our Financial Professionals. Please take a few moments to watch the below interview between myself and our OSJ Financial Professional, Olga Garton. We discuss everything from where...

02/15/2023

Have you considered these steps to create and execute a successful succession plan?

YOUR FIRST STEPS (PEOPLE PLANNING)Do you want to have an internal succession plan or external succession plan?Determining who will be your successor is truly the first step to your succession plan. If your first choice is for your...

12/19/2022

Have you considered using this tool to help connect your clients’ money with their goals and values?

Your clients' lives can be stressful. From COVID to wars, extreme market turbulence to inflation, clients worry about their current financial status and their and their loved ones’ futures. Financial professionals should...

11/18/2022

Are you considering acquiring a practice?

Most financial professionals want to add clients and assets to their practice. Referrals and traditional prospect marketing can be successful, but they can also be slow and time-consuming. Purchasing a book of business from another...

10/20/2022

Have you prepared your clients for a successful retirement?

A lot of retirement planning focuses far more heavily on the accumulation phase than the distribution phase. However, having the right plan for distributing those funds throughout retirement is arguably far more important--no matter...

09/30/2022

Are you prepared to discuss these common questions and misconceptions with your clients?

People think they know more about Social Security than they really do.  According to a recent Nationwide Retirement Institute® survey, about 54% of respondents said they know exactly how to maximize Social Security...

09/09/2022

Is there a business strategy change that you want to make, but can’t seem to dedicate time to it?

There are many reasons why you might seek the assistance of a business coach.Maybe you feel that your business is hindered and no matter what you do, nothing changes. Or you noticed your income has hit a plateau and you can’t add...