Client Tools & Education

Resources to Help You Plan With Clarity

We believe confident financial decisions come from clarity and insight. This page brings together tools, calculators, and curated content designed to help you better understand your financial picture and stay informed. Whether you’re planning for the future, reviewing your investments, or simply exploring your options, these resources are here to support you.

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Market Insights

Stay current with timely commentary and trends affecting markets and portfolios. We share brief, weekly insights to help you make sense of what’s happening and why it matters.

View Market Insights
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Financial Calculators

Explore a range of free tools to help estimate savings needs, model retirement income, and understand how fees impact investments.

View All Calculators
Investment risk profile tool used by BlackPoint Capital Partners to help align portfolios with client comfort levels
What’s Your Risk Number?

Everyone has a different comfort level with investment risk. Our Risk Number tool helps quantify yours, so we can align your portfolio with your preferences and goals.

Find Your Risk Number
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blackrock

We leverage solutions from BlackRock and 55ip to deliver tax smart investing that helps grow your wealth and keep more of what you earn.

Learn More
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Blog & Learning Library

We’re building a central space for articles and guides to help you understand key planning topics including investing, retirement, and business protection.

Browse Articles
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FAQs

Find answers to common questions about financial planning, insurance, investing, and more.

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Still Have Questions? Let’s Make Sense of It Together

Whether you’re exploring your risk profile, reviewing tools, or browsing financial planning resources and topics, we’re here to help. Let us know what you’re looking for and we’ll guide you to the right resource or next step.

Book a Call with Us