Skip to main content
Iron Point Financial Advisors
  • Home
  • About Us
    • Mission Statement
    • Meet Sam
    • Tell A Friend
  • For Clients
  • Services
    • Estate
    • Insurance
    • Investment
    • Lifestyle
    • Money
    • Retirement
    • Tax
    • Glossary
    • Tax Resources
      • Tax Calendar
      • Tax Forms
      • Tax Publications
      • Tax Rates
  • Insights
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Contact Us

Iron Point Financial Advisors

17875 Von Karman Ave Suite 150 Irvine, CA 92614

Phone:

  • (949) 500-6002

Fax:

  • (949) 505-9224

E-mail:

  • sam@ironpointadvisors.com
  • LinkedIn Icon

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Are Your Investment Decisions Influenced by Emotions?

Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.

More Videos »
Transcript

Newsletters

  • HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

    This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

  • HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

    This article explains newly implemented and upcoming tariffs and their potential economic impact.

  • Medicare or Medicaid?

    It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

  • Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

    These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

More Newsletters »

Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Lease Payment

    How much would your monthly lease payment be?

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

More Calculators »

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AZ, CA, GA, TX, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck