Resources

Financial Planning
Life is full of opportunities.  We Believe that, when one looks back over their life, people will not be sad that they didn’t spend more time at work, rather, they will find that their most precious memories will be due to the relationships that they built with family and friends and their contributions to the needs of others.
A Financial Plan is simply a roadmap to help one utilize their resources efficiently to reach their goals and fulfill their dreams. At Vantage Point Wealth Management (VPWM) we utilize a variety of planning tools to help us analyze and evaluate options for our clients.
The problem with most financial planning software applications is the size of the report.  A comprehensive financial plan can easily run 100 – 125 pages.  The problem with this is that consumers cannot typically wrap their heads around a complex document with so many interrelationships and assumptions.

Client Communications & Collaboration Using technology to deepen the advisor/client relationship has led to the implementation of ‘client portals’ by advisory firms across the country.

Account Aggregation brings all of your account balances to a single secure location. Banking, investments, insurance contracts, mortgage, credit cards, etc.

Reports – Thirty reports provide insight into your financial status.  Account balances, Net Worth, Account Transactions, etc.

Financial Planning

Through the portal, you can access your financial plan to review, edit data, look at what-if options, etc.

Mobile Web App

The mobile application provides you with access from your mobile devices.

Portfolio Optimization

Are your investments actually suitable for the level of risk you’re willing to accept?  As an investor are you conservative, moderate, aggressive?  What do those words actually mean

4 out of 5 investors have more risk in their portfolio than they realize.

Finally, we can examine the portfolio results in terms of retirement income objectives.  What will be required to achieve your retirement objectives?

Research

We utilize research from a wide range of respected sources including Morningstar and Zack’s.

401(k) Plan Fiduciary Compliance Optimization