Iron Point Retirement Solutions

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Iron Point Retirement Solutions We were founded with the goal of helping all families when it comes to financial and insurance needs.

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.

𝐀 𝐖𝐢𝐥𝐥. 𝐀 𝐓𝐫𝐮𝐬𝐭. 𝐇𝐞𝐥𝐩 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐢𝐭 𝐚𝐥𝐥 𝐝𝐨𝐧𝐞.Have you been putting off estate planning because it feels complicated or expe...
10/16/2026

𝐀 𝐖𝐢𝐥𝐥. 𝐀 𝐓𝐫𝐮𝐬𝐭. 𝐇𝐞𝐥𝐩 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐢𝐭 𝐚𝐥𝐥 𝐝𝐨𝐧𝐞.

Have you been putting off estate planning because it feels complicated or expensive?

𝐖𝐞 𝐧𝐨𝐰 𝐨𝐟𝐟𝐞𝐫 𝐚𝐧 𝐚𝐟𝐟𝐨𝐫𝐝𝐚𝐛𝐥𝐞, 𝐠𝐮𝐢𝐝𝐞𝐝 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐬𝐞𝐫𝐯𝐢𝐜𝐞—𝐰𝐢𝐭𝐡 𝐡𝐚𝐧𝐝𝐬-𝐨𝐧 𝐡𝐞𝐥𝐩 𝐟𝐫𝐨𝐦 𝐬𝐭𝐚𝐫𝐭 𝐭𝐨 𝐟𝐢𝐧𝐢𝐬𝐡.

Depending on your needs, documents may include:

✅ Revocable living trust
✅ Will
✅ Financial power of attorney
✅ Healthcare power of attorney
✅ Healthcare directives
✅ HIPAA authorization

𝐎𝐮𝐫 𝐡𝐞𝐥𝐩 𝐝𝐨𝐞𝐬𝐧’𝐭 𝐬𝐭𝐨𝐩 𝐰𝐡𝐞𝐧 𝐭𝐡𝐞 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐬 𝐚𝐫𝐞 𝐩𝐫𝐢𝐧𝐭𝐞𝐝.
We help you complete the paperwork, arrange signing and notarization, and work through funding your trust—including assistance with asset-transfer paperwork and follow-up with the institutions involved.

You don’t have to figure out every step alone.

𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐨𝐫 𝐡𝐚𝐯𝐞 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬?

Send us a private message with “Estate Planning,” or 𝐜𝐚𝐥𝐥 𝐨𝐫 𝐭𝐞𝐱𝐭 𝐮𝐬 𝐚𝐭 𝟓𝟏𝟓-𝟕𝟖𝟐-𝟏𝟏𝟕𝟓 to learn how the service works and what it costs.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy o...
10/01/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

We're officially inside the 100-day countdown to year-end, and now is a great time to revisit your financial plan. A few...
09/24/2026

We're officially inside the 100-day countdown to year-end, and now is a great time to revisit your financial plan. A few intentional adjustments today can help you enter 2027 with clarity and confidence.

Our team at Iron Point Retirement Solutions is here to help you make the most of these final months. Whether you want to update your retirement income plan, review your investment risk, or make sure your tax and Medicare strategies are on track, we’re here to support you.

Ready to look ahead with confidence? Contact us to get started.

Retirement is one of the biggest financial steps you’ll ever take, and knowing when you’re truly ready can feel overwhel...
09/23/2026

Retirement is one of the biggest financial steps you’ll ever take, and knowing when you’re truly ready can feel overwhelming. Our team at Iron Point Retirement Solutions helps people understand the key signs that show they may be prepared to transition into this next chapter.

From having a reliable income plan to feeling confident in your long-term financial security, these indicators can help you move forward with clarity and peace of mind.

If you’re preparing for retirement and want guidance from a team that puts education and personalized planning first, we’d be happy to talk. Give us a call at (515) 782-1175.

September is National Preparedness Month, and it’s a great reminder that financial readiness matters just as much as eme...
09/22/2026

September is National Preparedness Month, and it’s a great reminder that financial readiness matters just as much as emergency kits and safety plans.

At Iron Point Retirement Solutions, we help retirees build strategies that can weather life’s unexpected moments. From retirement income planning to risk management, having a solid plan can make all the difference.

Want to review your current retirement strategy or explore ways to prepare for the unexpected? Our team is here to help.

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe ...
09/21/2026

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

Our team at Iron Point Retirement Solutions works with retirees to bring clarity and confidence to every stage of planni...
09/15/2026

Our team at Iron Point Retirement Solutions works with retirees to bring clarity and confidence to every stage of planning. If you would like to explore these strategies or review your current financial plan, we are here to help.

Market volatility can feel uneasy, but it can also create opportunities to strengthen your long-term financial plan. Dur...
09/15/2026

Market volatility can feel uneasy, but it can also create opportunities to strengthen your long-term financial plan. During periods of change, strategies around tax efficiency, portfolio positioning, and retirement income planning can make a meaningful difference.

Our team at Iron Point Retirement Solutions works with retirees to bring clarity and confidence to every stage of planning. If you would like to explore these strategies or review your current financial plan, we are here to help.

National 401(k) Day is the perfect reminder of how valuable a 401(k) can be in building long-term financial security. Th...
09/11/2026

National 401(k) Day is the perfect reminder of how valuable a 401(k) can be in building long-term financial security. These plans continue to be one of the most widely used tools for retirement savings, helping millions of people stay on track for the future.

As you think about your own retirement strategy, this is a great moment to revisit your investment approach and make sure it still supports your goals. Our team is always here to answer questions or walk through your options.

If you’d like support reviewing your plan, we’re ready to help.

Address

PO Box 787
Waukee, IA
50263

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