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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 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

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When Life Insurance Becomes Taxable

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Life insurance proceeds are generally tax-free. But not in all cases.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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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Ascertaining the value of your business is important for a variety of reasons.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Estimate how much home may fit within your budget based on income and expenses.

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Explore how compound interest can grow your money over time with this interactive tool.

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See how inflation over time could affect the purchasing power of your retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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