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Business Owners

You had a dream. You worked hard. You sacrificed. You built your business. You keep your customers happy and your company growing. It’s not easy. We did it too, so we understand.

At VantagePointe Financial, our Advisors understand the challenges and opportunities faced by business owners. We’ll put our experience to work for you.

  • Seek to find investments and strategies to help minimize taxation
  • Analyze and compare benefits, retirement and insurance plans to help select what is right for you and your employees.
  • Help establish and educate employees on your 401(k), SEP or SIMPLE plan.
  • Custom design a plan to benefit executives and key personnel
  • Consult with other professional advisors, such as your accountant and attorney, working together for your long-term interests.
  • Help in designing an efficient business succession plan

You deserve an Advisor who understands you have a busy schedule with demands on your time. An advisor with your interests at heart. An Advisor who knows how complex life can get when you are running a successful business.

You deserve a financial partner – VantagePointe Financial Group

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