INVESTMENT MANAGEMENT SERVICES TO HELP OUR CLIENTS MANAGE THEIR INCREASINGLY COMPLEX FINANCIAL ISSUES

High-net-worth investors are increasingly seeking objective guidance and holistic solutions to their wealth building, estate and income planning needs. For many such individuals, insurance and related products, such as annuities and variable annuities, play an important role in the achievement of these goals.

 

Vantage Point Advisors understand that protecting wealth is a key component of the wealth building process. As such, they offer a full line of insurance products including term, whole life, universal life and variable universal life in addition to variable annuities and mutual funds.

 

 

 

 

 

 

 

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.