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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Don’t overlook the need for renter’s insurance if you rent your home.
Couples may be able to head off many of the problems in a marriage that money can cause.
Understanding how capital gains are taxed may help you refine your investment strategies.
An inside look at how marginal income tax brackets work.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
There are things you can do to keep yourself safe when you lose your wallet.
What does your home really cost?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.