Four Points Financial, Available through SPF*
Welcome to Four Points Financial! Our mission is to get to know our clients, to help determine their financial goals, and provide innovative guidance and direction in reaching them. Whether just starting out, or looking to rollover a 401(k), we are here to plan for your future. At Four Points Financial, available through SPF*, we help clients reach their financial goals through, retirement planning, education planning, estate planning. We use stocks, bonds, mutual funds, annuities, and CD's to help clients build a diversified portfolio designed to meet their unique needs. In addition to investments, we help transfer risk by offering life insurance, disability insurance, and long term care insurance. Our vision is to lead the way by helping turn all of our clients' dreams into reality. Contact us to begin our journey together, fourpoints@mybd.com or 319-758-6164. |
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Michael Schwenker, CLU, ChFC® |
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Newsletters
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?