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.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Earnings season can move markets. What is it and why is it important?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Military families face unique challenges, making personal finance even more critical.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.