We're a lot different than the average financial planner/wealth manager you're used to. As independent, holistic financial planners, it is our mission to guide clients to their unique, and most important life goals. And when they get there, the work we do as a team empowers them to live life with a fierce level confidence. We are Certified Financial Planners® and fiduciaries who hold firmly the belief that our clients’ interests come first. Always. Below are just a few major opportunities and risks our Elevated Retirement Plans(TM) are designed to help our clients address:✔Proactively reducing taxes now and throughout retirement✔Optimize risk within portfolios ✔Minimize or avoid the effect of stock market volatility and major market crashes✔Adaptive insurance planning to address changing needs surrounding death, disability, long term care, and insurance as an investment✔Estate planning to avoid huge financial disasters across generations✔Tax-efficient retirement income planning to keep more money in our client's pocketOur passion is enriching the lives of families through dedicated, integrated financial planning, and long-lasting relationships. Our clients have complimented us on our comprehensiveness, down-to-earth approach, and the advanced techniques we use to help them achieve their financial goals. Don’t take our word for it – give us a call or schedule a time to find out if we can help you too!Book a no obligation consultation here:331-204-6209Retirement@vptfinancial.comwww.vantagepoint-financial.comSpecialties: Investment Management, Portfolio Construction, Retirement Planning, Personal Finance, College Funding, Distribution Planning, Insurance, Tax Planning, Social Security Strategies, Fixed Income Alternatives, Estate Planning, Risk Management, Life Insurance, Bucket Planning, Entrepreneurship, Networking, Sales, Business Strategy, Public Speaking, Wealth Management, Management