Retirees

You have put in long hours and years of work. You have acquired wealth. You need make sure it lasts your lifetime and perhaps even shared with the next generation. You care about the future of your family and you don’t want to have to rely on them once you retire.

At VantagePointe Financial, our Advisors understand the concerns facing clients as they approach, begin, and live through retirement. We’ll work with you to create a viable long-term strategy for retirement income and enable you to leave the legacy you desire.

We know the right questions to ask to make your goals transparent and make the complicated easy to understand.

• How much money should you have at retirement?
• Have you saved enough for a secure future?
• Will your money last a lifetime?
• What if you or your spouse needs nursing care?
• Do you have enough insurance or too much?
• Are the proper documents in place to protect your assets?
• Are you managing risk appropriately?

You deserve an Advisor to help you define and realize your goals. An Advisor to help put your mind at ease. An Advisor who can help you with a plan to enjoy life with those who matter the most.

You deserve a financial partner – VantagePointe Financial Group