VP360 is our full-service approach to mapping your unique plan.

Our approach to responsible wealth management is to gain a big picture perspective before making specific recommendations for you, then guide you each step of the way, adjusting for changing circumstances.

Though each advisor and plan are unique, we strive toward plans that are all-encompassing. Therefore, every Vantage Point advisor considers these four key components of our services in the ongoing process of identifying your specific objectives, needs, and opportunities:

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FINANCIAL PLANNING

Charting your path, with built-in flexibility as life happens.

Whatever your age, stage, and goals at the outset, we bring the experience to plan, guide, and serve you through market shifts, life events, and evolving situations. We value the long-term relationships we have with our clients and work accordingly.

Key Services:

  • Retirement planning, including your investments, Social Security, pensions, and other benefits
  • Education planning for children and others
  • Cash flow, cash reserve, and debt management strategies
  • Insurance needs and coverage strategies
  • Tax planning strategies

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ASSET MANAGEMENT

The best plans require qualified implementation.

Our advisors deliver full-service solutions to match your plan. As an added layer of assurance, Vantage Point is an independent financial services firm, offering a wide array of fiduciary asset management options.

Our goal is transparency in all respects.

That’s why our compensation is fee-based–unless commission is more beneficial to you in the long run. The choice is always yours.

Serving with:

  • Credentialed, experienced advisors
  • Fiduciary*, customized advice
  • Custom portfolio strategies
  • 401K guidance
  • Independent: no proprietary financial products, parent company, or quotas

*When providing advisory services

Vantage Point Key Strategies:

  • Asset Allocation: We use the Nobel Prize-winning Modern Portfolio Theory to build your investments, a strategy designed to minimize risk for your expected return.
  • Foundation/Endowment Modelling: Our clients can now use the same strategies and assets as high-dollar institutions and endowments. Private equity, hedge funds, and private real estate no longer require million-dollar investments, and these alternatives help diversify portfolios and can deliver a better overall risk to return ratio.
  • Tactical Tilting: We use reliable strategies to trend portfolios towards growing opportunities, without relying on risky, emotional market timing.
  • Time Segmentation: We manage risk by your life schedule. When it’s time to take retirement income, our approach positions your portfolio for the short, intermediate, and long term. That helps you meet current needs with lower risk, while positioning money you’ll need later for more growth over time.

Prefer to manage your own account? We also offer brokerage account options through LPL Financial.

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RISK MANAGEMENT

Finding the balance between risk and security.

We plan for the journey of your future while guarding against potential bumps in the road with processes, planning, and products that make your financial security our priority.

Services include:

  • Risk Mitigation Planning: Understanding and managing investment risk is a foundation of our approach. Our Vantage Point Team uses advanced, tested dynamic strategies to control risk while pursuing the best potential gains.
  • Risk Management Products: Vantage Point provides a full range of essential financial tools to manage lifetime health risks and help provide for loved ones during a health event, including:
    • Life Insurance
    • Disability Insurance
    • Long-Term Care Insurance
    • Medicare Supplements

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STRATEGIC PARTNERING

Connecting you with the resources you need

We’re a full-service firm, and this extends to our ability to match you with a number of additional outside resources and specialists. In many cases, we not only provide the connection, we coordinate on your behalf, leading and guiding this team in service to you and the big-picture objectives set forth in your VP360 plan.

Connections Include:

  • Accounting and Bookkeeping
  • Estate Planning, Trusts, and LLCs
  • Mortgage and Banking
  • Real Estate
  • Family Law, Arbitration, Mediation

Curious whether your financial picture is a match for Vantage Point’s guidance?

We respect the importance of finding a great fit and welcome you to check us out. Contact us to set up a conversation with any of our advisors, or a specific advisor.