Vantage Point Financial Planning - Knoxville, TN: Ameriprise

Vantage Point Financial Planning: An Ameriprise private wealth advisory practice serving the Knoxville, TN area.

Client Satisfaction 4.9 / 5 rating based on 87 reviews

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If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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How we work

We provide personalized advice based on what’s most important to you.
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Introduce us

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Navigate the future with confidence

Markets may fluctuate, but personalized financial advice can help you stay focused on the long term. We take the time to understand you and your goals and provide advice to help you stay on track to reach them. If you’re ready to learn more, we’re ready to help. Let’s meet for an initial complimentary consultation.

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How stocks may react to a potential government shutdown September 18, 2023 Read more

Will tech stocks continue to lead the market? September 18, 2023 Read more

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Events

It's Picnic Time!!

OCT 5, 2023 / 4:00 PM - 6:30 PM

Come by to enjoy some food, music, and fellowship with the team.

It's Picnic Time!!

OCT 12, 2023 / 4:00 PM - 6:30 PM

Come by to enjoy some food, music, and fellowship with the team.

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All of us at Vantage Point Financial Planning are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Vantage Point Financial Planning team and the great experience we work so hard to provide for our clients every day.

5 ways to navigate higher debt costs

5 ways to navigate higher debt costs

The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment. (2:43)

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)

Will my family be OK?

Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:49)

How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:51)

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions^SM annuity help give you the confidence to stay invested. (1:33)

Insurance: What are living benefits

Insurance: What are living benefits

There’s more to life insurance than just a death benefit. Learn about living benefits. (2:31)

Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

Building financial confidence for a lifetime

Building financial confidence for a lifetime

We are a dedicated team of advisors ready to help you when you need us. With an understanding of what’s most important to you, we offer personalized advice based on your goals for today and tomorrow. See how our guidance, combined with digital tools, can help you track the progress toward your goals, anytime, anywhere. (1:10)

A legacy for generations

A legacy for generations

For Dan and Judy Toland, the family’s legacy had been passed on from generation to generation. A strategy using life insurance is now helping them carry it forward to yet another generation. (4:02)

Insurance: Planning for long-term care

Insurance: Planning for long-term care

See why planning for long-term care needs is important to your financial future. (3:11)

Vantage Point Financial Planning

Personalized goal-based advice to help you feel more confident about your financial future.

Vantage Point Financial Planning

Working together, we can help you reach your financial goals.