Investment and education
- Brokerage
- Managed Accounts
- Investments
- Mutual Funds
- Stocks and Bonds
- Unit Investment Trusts
- College Saving Plans
Our Services
VantagePointe starts with a thorough financial analysis of your goals and aspirations. From there, our Associates develop a financial blueprint that brings planning, investing, protection, and business strategies into focus.
Financial Planning
Good planning begins with the full picture. We help organize the decisions surrounding cash flow, retirement, education, and charitable goals into a financial blueprint you can revisit as life changes.
Wealth Management & Investing
Managing wealth is more than selecting investments. We help align your investment approach with your goals and time horizon, then revisit that allocation as your circumstances change.
Protection, Insurance & Legacy
An effective plan should account for the unexpected as well as the expected. We review insurance needs, estate considerations, and financial risks to help protect what you have built and the people who depend on you.
Business & Employer Services
Business owners and organizations face financial decisions that affect both the company and the people behind it. Our Advisors work with professional corporations, manufacturers, service firms, municipalities, school districts, and other organizations on benefits, succession, and related planning needs.
Additional solutions
Depending on your needs and the recommendations developed with your Advisor, additional solutions may include:
Retirement, income and protection
- 401k, IRA, Roth IRA, SEP, SIMPLE plans
- Fixed and Variable Annuities
- Life and Disability Income Insurance
- Long Term Care Insurance
- Health Insurance
Business and employer
- Business Succession Planning
- Section 125 Cafeteria Plans
- Employee Benefits
- Taxes
- Executive Retention Plans
Have Questions?
Our dedicated team is here to answer any of your questions.