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.
Services we provide
  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Estate Analysis
  • Insurance Planning
  • Investing
  • Educational Funding Strategies
  • Charitable Gifting
  • Cash Flow Analysis
  • Risk Management
  • Asset Allocation
  • Business Succession Planning
Products we provide
  • Brokerage
  • Managed Accounts
  • Investments
  • Mutual Funds
  • Stocks and Bonds
  • Unit Investment Trusts
  • College Saving Plans
  • 401k, IRA, Roth IRA, SEP, SIMPLE plans
  • Fixed and Variable Annuities
  • Life and Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance
Business Services
VantagePointe Financial has a wide range in capability and experience when it comes to the needs of the business community. These experiences range from the Professional Corporation, to Manufacturing to Service related firms even the Gaming Industry has benefited from our capabilities. VantagePointe also enjoys the trust and confidence of several Municipalities and Intermediate School Districts throughout the region.

Many of the important issues we hear about in the news concerns business; the Affordable Health Care Act, Estate Taxes, and Business Succession Planning. At VantagePointe Financial, our Advisors understand the challenges and opportunities faced by business. In addition to the adjacent services and products listed, we’ll put our experience to work for you in other areas, such as Section 125 Cafeteria Plans, Employee Benefits, Taxes, and Executive retention plans.

You deserve an Advisor who helps bring clarity and focus to your business vision – VantagePointe Financial Group

Have Questions?

Our dedicated team is here to answer any of your questions.

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