
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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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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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
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Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.