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

Lease Interest

What's the interest rate on the lease you're considering?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

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