Vantage Point Financial Planning

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)

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)

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. (1:35)

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)

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

This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. (3:21)

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

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)

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)

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