Year End Review – 2021

December 30, 2021

  Attitude of Gratitude I always like to end the year and take some intentional time reflecting on the past year and planning for the following year. 2021 has...

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Financial Planning, Investing, and Wealth

November 12, 2021

Investing and financial planning which lead to building wealth over the long term. There are so many resources out there that educate the public on best practices to build...

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What is The Vantage Advantage?

March 1, 2021

Why should you care and why should you pay for it?

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Vantage Pointe Planning, L.L.C. is a registered investment advisor with North Carolina. We are not limited to this state, as we will register with other states when our client count in any particular state meets registration requirements. We will offer individualized responses to persons in a particular state only after complying with that states regulatory requirements, or pursuant to an applicable state de minimis exemption or exclusion. This web site is for educational purposes only and the information contained herein should not be construed as an offer to provide investment advice. The information should not be construed as advice to meet the particular investment needs of any investor. With each financial planning engagement, our ADV Part 2 which includes the Privacy Policy, must be delivered to the Client. These will be emailed to you prior to our Introductory Meeting.