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Quadripoint Investment Management

After 20 years in the financial services industry, President and founder, Ryan D. Hale, created Quadripoint Investment Management in 2017 with the goal of providing clients customized financial solutions through a dedicated relationship-driven process. We are committed financial professionals who work by your side to address your short, mid, and longer term financial goals through consistent communication and adaptable solutions. To that point, the firm name was chosen with purpose and meaning.

The Quadripoint is the exact point where four parts meet. We help unite all the pieces of your financial life, to create a harmonious path towards your goals. Similar to our focus on an enduring relationship, words beginning with the letter Q are rare. Furthermore, if you have ever played Scrabble, then you know that the pairing of the letters Q and U provides a special combination. In our case the U, is you, and we are well aware without you the client, Quadripoint would not exist. Your decision to partner with one of our consultants, is deeply appreciated and will be followed by an unwavering commitment to you, your family, and your financial needs.

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Helpful Content

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Four Great, Unexpected Places to Raise a Family

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The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Saving for College 101

Here’s a crash course on saving for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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