FINANCIAL PLANNING

Your goals, needs and particular income and expense profile continue to evolve. That’s why it’s important that you have a financial plan that is specifically designed to reflect your life, your goals and your personal legacy.

Many people think that financial planning is a one-and-done event that starts with the numbers and ends with investments and pie charts. That is not what true financial planning is about. True financial planning is comprehensive with an ongoing approach to managing all areas of your financial life that takes into consideration your income, expenses, investments and debt; your short- and long-term goals; taxe liabilities and financial risks; and, finally, leaving a legacy.

The best financial plan is one that’s personally focused; the quality of your financial plan depends upon the quality of your relationship with your advisor. By devoting enough time to get to know you and by listening closely when you articulate your goals, your Vantage Point advisor can understand your aspirations and assess the complexities that affect your finances. Only then will your advisor review your assets, liabilities and income and begin to tailor your customized financial plan.

Being financially successful often involves dealing with complex and complicated financial situations. There are more issues for you to consider and more decisions to make. We understand that although your financial situation is complex, what you want are ways to simplify, not complicate your life. We realize that you may have other advisors, like your attorney or accountant, already working with you. And at your request, Vantage Point Advisors will work with them to implement certain recommendations that may be in your plan.

Any product listed on this page is for information purposes only. You should consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. Past performance is not a guarantee of future performance. You should consult a tax professional before making changes that may effect your taxes

Our Service Providers