Vantage Point Financial

We build custom, comprehensive plans, so you can live retirement boldly on your terms.

Clarity in your financial plan is confidence to live a life beyond what you thought possible

Who we serve

We build generational, life-long relationships with our clients and their families. Whether you’re just getting started, facing a mid-life milestone, or making sure your retirement is built to last – our team is here to sweat the details so you don’t have to. Below are a few examples of our clients:

Retirees

Pre-Retirees

Families

Business Owners

Problems we solve & Opportunities we seize. Every day.

Are my goals and concerns reflected in my current financial plan?

Does every dollar in my plan have a purpose and a time horizon?

How do I maximize Social Security?

Do I have enough income for retirement?

Can my plan survive a massive market correction?

When can I retire?

Is my financial plan built for life-long tax-efficiency?

How can I lower my tax bill today?

Is each area of my financial plan properly integrated with the others?

How can I structure investments for growth AND income?

Do I need long term care insurance? Or can I self-insure?

Is my estate plan right for me?

How can I make sure my financial plan benefits from my business?

Speak with our Experts

Our Approach to helping you achieve your most important goals in life

You deserve a financial plan that proactively integrates these key components. This is your foundation for achieving more than you thought possible in retirement.

Is this the approach you—or the experts guiding you—are taking with your financial plan?

Elevate your Retirement

The Vantage Point team

Meet the team leading our clients to achieve their dreams.

Vantage Point Financial’s Leaders and Experts

Are you ready to discover what’s possible?

Book your no-obligation meeting today