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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

More Newsletters →