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 strategies 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 strategies. 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
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Put It in a Letter
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Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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This article will help your clients with blended families think and prepare their estate strategy.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Surprises
Making the most of surprises is a great reason to work with us.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.