Welcome to Vantage Point Wealth Management
Vantage Point Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
It's important to understand how inflation is reported and how it can affect investments.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Knowing the rules may help you decide when to start benefits.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
What if instead of buying that home, you invested that money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.