Who We Are
Our Firm was established in 1992. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals.
What makes us different? It’s our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds – in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner™ (CFP®). It’s our process. Each Financial Representative is responsible for understanding his or her client’s entire financial picture and for providing the appropriate resources to meet a variety of needs. It’s our goods and services. We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally, It’s our calling to make a difference.
The truth is, it’s all of these – backed by our commitment to maintain our relationship with you.
Whom We Serve
Our clients are individuals, families, seniors, executives, business owners, retirees, employers, professionals, corporations, hospitals, schools, and municipalities… helping each with their most important financial needs. Whatever your goal, whatever your circumstance… Whether you are just starting out, or well on your way, we’ll help steer you on the appropriate path to achieve your financial goals and dreams.
Individuals/Families
Learn MoreIndividuals/Families
Your future and the future of your family are of utmost concern. You value good advice and you do your homework. You want and need to be sure the advisor you partner with is trustworthy, knowledgeable and puts your goals first.At VantagePointe Financial, we are committed to helping our clients build and preserve wealth by planning for the ups and downs of the market and economic cycles. Depending on your stage of life and types of concerns, we’ll help you find the appropriate solutions to issues like funding for education or retirement, protecting your assets and your family, and organizing your estate.
We help clients to ask the important questions like:
- Are you saving and investing enough for your goals?
- Is your family protected if something should happen to you?
- Are you managing risk appropriately?
- Do you have proper planning in place to protect your assets?
You deserve an Advisor who listens, with your best interest at heart. An Advisor who understands how complex life can be. An Advisor to look at the big picture and create a plan to help you reach your goals.
You deserve a financial partner – VantagePointe Financial Group
Executives and Professionals
Learn MoreExecutives and Professionals
You’re successful. You’ve put in a lot of long hours. You’ve worked hard to get where you are. You keep your clients happy, and your company growing.At VantagePointe Financial, our Advisors understand the issues faced by executives and professionals. We’ll help you design a plan specifically tailored to address your concerns.
- Finding investments and strategies to help minimize taxes
- Comparing benefits, retirement and insurance plans to help select what is right for you and your employees.
- Investments so your hard-earned assets work for you.
- Planning to have the proper documentation in place to protect you, your family and your assets.
- Preparing a financial “blueprint” to help grow and preserve your wealth.
You deserve an Advisor who understands you have a busy schedule with demands on your time. An advisor who knows how complex life can get when you are successful. An Advisor to look at the big picture and create a plan to help you reach your goals.
You deserve a financial partner – VantagePointe Financial Group
Business Owners
Learn MoreBusiness Owners
You had a dream. You worked hard. You sacrificed. You built your business. You keep your customers happy and your company growing. It’s not easy. We did it too, so we understand.At VantagePointe Financial, our Advisors understand the challenges and opportunities faced by business owners. We’ll put our experience to work for you.
- Seek to find investments and strategies to help minimize taxation
- Analyze and compare benefits, retirement and insurance plans to help select what is right for you and your employees.
- Help establish and educate employees on your 401(k), SEP or SIMPLE plan.
- Custom design a plan to benefit executives and key personnel
- Consult with other professional advisors, such as your accountant and attorney, working together for your long-term interests.
- Help in designing an efficient business succession plan
You deserve an Advisor who understands you have a busy schedule with demands on your time. An advisor with your interests at heart. An Advisor who knows how complex life can get when you are running a successful business.
You deserve a financial partner – VantagePointe Financial Group
Retirees
Learn MoreRetirees
You have put in long hours and years of work. You have acquired wealth. You need make sure it lasts your lifetime and perhaps even shared with the next generation. You care about the future of your family and you don’t want to have to rely on them once you retire.At VantagePointe Financial, our Advisors understand the concerns facing clients as they approach, begin, and live through retirement. We’ll work with you to create a viable long-term strategy for retirement income and enable you to leave the legacy you desire.
We know the right questions to ask to make your goals transparent and make the complicated easy to understand.
- How much money should you have at retirement?
- Have you saved enough for a secure future?
- Will your money last a lifetime?
- What if you or your spouse needs nursing care?
- Do you have enough insurance or too much?
- Are the proper documents in place to protect your assets?
- Are you managing risk appropriately?
You deserve an Advisor to help you define and realize your goals. An Advisor to help put your mind at ease. An Advisor who can help you with a plan to enjoy life with those who matter the most.
You deserve a financial partner – VantagePointe Financial Group
High Net-Worth
Learn MoreHigh Net-Worth
For high-net-worth clients, wealth management involves far more than investing. VantagePointe Financial Group has a team of Advisors who specialize in working with high levels of wealth. Our Advisors provide guidance on special issues that may impact your financial well-being.A successful wealth management strategy is one that provides for you and your family today and preserves for future generations. To achieve this success, a financial strategy must be comprehensive. That’s why we work with your attorney, trustee, accountant, and other professionals as necessary to create a customized strategy that considers your various wealth management needs.
You deserve an Advisor who brings value to your relationship. An Advisor who will suggest techniques for approaching the challenges faced by the high-net worth individual. An Advisor who understands how complex life can get when you’ve achieved success.
You deserve a financial partner – VantagePointe Financial Group
Our Services
VantagePointe's thorough financial analysis encourages individuals, couples, families, and businesses to share their personal goals and aspirations. This allows our Associates to provide a “financial blueprint” identifying disciplines the client will wish to maintain in order to build their foundation towards financial success.
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