Broker Check


How We Work

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.

Services we provide

Financial Planning

Wealth Management

Retirement Planning

Estate Analysis

Insurance Planning


Educational Funding Strategies

Charitable Gifting

Cash Flow Analysis

Risk Management

Asset Allocation

Business Succession Planning

Products we provide


Managed Accounts


Mutual Funds

Stocks and Bonds

Unit Investment Trusts

College Saving Plans

401k, IRA, Roth IRA, SEP, SIMPLE plans

Fixed and Variable Annuities

Life and Disability Income Insurance

Long Term Care Insurance

Health Insurance

Business Services

VantagePointe Financial has a wide range in capability and experience when it comes to the needs of the business community. These experiences range from the Professional Corporation, to Manufacturing to Service related firms even the Gaming Industry has benefited from our capabilities. VantagePointe also enjoys the trust and confidence of several Municipalities and Intermediate School Districts throughout the region.

Many of the important issues we hear about in the news concerns business; the Affordable Health Care Act, Estate Taxes, and Business Succession Planning. At VantagePointe Financial, our Advisors understand the challenges and opportunities faced by business. In addition to the adjacent services and products listed, we’ll put our experience to work for you in other areas, such as Section 125 Cafeteria Plans, Employee Benefits, Taxes, and Executive retention plans.

You deserve an Advisor who helps bring clarity and focus to your business vision – VantagePointe Financial Group

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (616) 796-2094