Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At Vantage Point Financial, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you succeed.
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We focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
- Lou Holtz
Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.
- John L. Beckley
Vantage Point Financial is a registered investment adviser with the states of Illinois, Missouri, Iowa and Texas, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.