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505 North Hwy 169 Suite 260
Plymouth, MN 55441

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Vantage Point Wealth Management

(763) 587-7120

 
Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

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.

Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

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