Welcome to NorthPoint Financial Planning.

As an independent investment consultant and wealth manager, NorthPoint Financial Planning provides advisory and brokerage services through FSC Securities Corporation to individuals and employers. 

 

Our mission is to provide reliable financial advice, coaching and management for the financial well-being of our clients.  Supported through the diligent efforts of credentialed professionals, we evaluate the risks, returns, potential opportunites and costs unique to each situation.  Our commitments are delivered upon through personalized service. 

 

Whether you are seeking assistance with your family finances or your business, we can help.

 

To your success, 

                                                                                                               

                                            

Paul J. Pfeiffer        

Principal                

Certified Financial Planner™       

                                                        
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

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