Broker Check

Investment Services

With markets at historic highs, interest rates at historic lows and volatility becoming a new normal, it can be a unique challenge to identify investment solutions appropriate for your portfolio—especially if you are at or near retirement.  

At Vantage Point Financial, we are dedicated to providing investment options and recommendations to help accomplish your financial plan, including short-term income needs as well as long-term growth objectives. No matter where you are on your road to retirement, our advisors will help you develop investment strategies that best fit your risk tolerance while guiding you toward your financial goals. 

We offer low-cost, tax-efficient portfolio solutions rooted in broad market diversification built for investors at various risk profiles. With an evidence-based investment philosophy, our investments rely on the efficiencies of the markets while applying fundamental principles from notable Nobel-prize winning scholars to tilt asset allocation toward historically favored classes. 

When it comes to investing for retirement, it’s critical that you have a target amount in mind for what you will need in those Golden Years. To help you reach your goals, our team will offer advice as you ask critical questions, including: 

  • What is my monthly retirement income target?
  • How long will my retirement last?
  • What are all of my potential retirement income sources?
  • What are my best options for investing for retirement?
  • Is my portfolio protected against extreme market volatility?

Click here to sign up for a review of your current portfolio and financial plan.