
Greetings! And welcome to our website.
Chartpoint Financial Group is a comprehensive financial services firm, specializing in long-term wealth accumulation and preservation for individuals, families and small businesses.
We are an independent, privately owned firm. This enables us to develop financial strategies and recommendations for our clients unencumbered from institutional demands or corporate pressure to offer any proprietary (“in-house”) products. Simply put, we work for you.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or want more information on our firm, please feel free to email us or call us at (781) 643-5003. Like our practice, we are constantly striving to improve the content and user-friendliness of this website. Your feedback is always most welcome.
Thank you for visiting - we look forward to hearing from you!
Newsletters
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.