
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
-
Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
-
FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
-
Are You Missing the Bull’s-Eye with a Target-Date Fund?
Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.
-
ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.