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 83 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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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.

12 videos

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Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

Now Playing

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)

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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)

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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)

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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. (1:35)

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Improving employee financial wellness can help your bottom line

Improving employee financial wellness can help your bottom line

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

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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)

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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)

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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)

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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)

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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.

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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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)