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Who We Are
Our Firm was established in 1992. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals.
What makes us different? It’s our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds – in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner™ (CFP®). It’s our process. Each Financial Representative is responsible for understanding his or her client’s entire financial picture and for providing the appropriate resources to meet a variety of needs. It’s our goods and services. We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally, It’s our calling to make a difference.
The truth is, it’s all of these – backed by our commitment to maintain our relationship with you.
Whom We Serve
Our clients are individuals, families, seniors, executives, business owners, retirees, employers, professionals, corporations, hospitals, schools, and municipalities… helping each with their most important financial needs. Whatever your goal, whatever your circumstance… Whether you are just starting out, or well on your way, we’ll help steer you on the appropriate path to achieve your financial goals and dreams.
Individuals/Families
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Executives and Professionals
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Business Owners
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Retirees
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High Net-Worth
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Our Team
Putting together your financial goals and plans on your own can often become overwhelming. Working with one or more of our Financial Professionals may help put the pieces in place, so you can meet your goals and plans for the future.
Our Services
VantagePointe's thorough financial analysis encourages individuals, couples, families, and businesses to share their personal goals and aspirations. This allows our Associates to provide a “financial blueprint” identifying disciplines the client will wish to maintain in order to build their foundation towards financial success.
Community Support
VantagePointe Financial Group strongly believes in giving back to the communities in which we live and work. We are dedicated to many causes. We have participated and contributed to several organizations that make a positive difference in the lives of those in need.