Services

Transparency is essential to YOU; therefore, it is essential to us.

We want to provide perspective and clarity as it relates to your financial life. Our financial planning process is comprehensive and we want to make sure we are consistently delivering value to our clients. Review the charts below, in order to get a better idea of the services we provide and where you might fit.

Level and Vehicle for Emergency Fund
How / When To Pay Off Debt
Employment Benefits Review
College Education Planning
Contributions to 401(k) and IRA
Five-Year Cash Flow Projection
Retirement Projections
Income Tax Planning
Home Purchase Decision
Charitable Giving Strategy
Social Security Planning
Pension Election Planning
Retirement Withdrawal Planning
Timing of Retirement
"Windfall" Planning (inheritance, business sale, severance, etc) Medium High
Stock Options / Restricted Stock Strategies Medium High
Deferred Compensation Strategies Medium High
Small Business Retirement Plan Selection Medium High
Pre-65 Healthcare Planning Medium High
Job / Career Change Evaluation Medium High
Asset Class Allocation
Specific advice for current employment retirement plan only
Specific advice for multiple retirement accounts
Specific advice for multiple retirement accounts and taxable accounts
Guidance on variable annuities
General advice on types and amounts of life insurance
Specific advice on types and amounts of life insurance
General property / casualty liability, disability, and long-term care advice
Specific advice on existing term life insurance policies
Specific advice on existing term and permanent life insurance policies
Long-term care cash flow analysis
Basic Estate Planning Advice
Estate Design
Review of Existing Documents
Charitable Estate Planning
Estate Settlement Advice

Contact Us

 

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.