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. |
|
Michael Schwenker, CLU, ChFC® |
|
|
Newsletters
-
Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?