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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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We are a team of experienced professionals ready to help with your investment needs.

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Let's set a compass and reach your destination.

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Helpful Content

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Home Mortgage Deduction

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Taxable vs. Tax-Deferred Savings

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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