Financial Planning

Life is full of opportunities.  We believe that when one looks back over their life, people will not be sad that they didn’t spend more time at work, rather they will find that their most precious memories will be due to the relationships that they built with family and friends and their contributions to the needs of others.

A Financial Plan is simply a roadmap to help one utilize their resources efficiently to reach their goals and fulfill their dreams.  At Vantage Point Wealth Management (VPWM) we utilize one of the industry’s leading financial planning software applications to help our clients create and prioritize goals.

Budgeting, Risk / Reward Analysis, Portfolio Design, Insurance Needs, Education, Planning for Retirement, Charitable Giving, Income and Estate Tax Planning. This interactive system engages our clients in exploring the options that will help them achieve their dreams.

 

Everyone Deserves

a Quality Financial Plan

Client Portal

Our client portal provides our clients with a centralized location to:

  • Aggregate all of their accounts (banking, mortgage, credit cards, insurance, retirement plans, etc.) and have their account values always up to date.
  • Secure and safe document vault keeps important documents safe and provides a secure way to transfer documents to/from your advisor.
  • Access all aspects of your financial plan and explore how changes in assumptions and spending decisions will impact your ability to meet your goals.
  • Review performance reports on all of your financial accounts.