VantagePointe's thorough financial analysis encourages individuals, couples, and families, to share their personal goals and aspirations. This allows our Associates to provide a “financial blueprint” identifying the financial disciplines the client will wish to maintain in order to build their foundation towards financial success.

Services we provide

Include but are not limited to:

  • Educational Funding Strategies
  • Charitable Gifting
  • Cash Flow
  • Risk Management
  • Asset Allocation
  • Retirement Planning
  • Investments
  • Insurance
  • Estate Analysis
  • Wealth Management

Products we provide

Include but are not limited to:

  • Brokerage
  • Managed Accounts
  • Investments
  • Mutual Funds
  • Long Term Care Insurance
  • Life & Disability Income Insurance
  • College 529 Savings Plans
  • UTMA's
  • Health Insurance
  • Annuities

Asset Allocation vs. Product Allocation
Watch Dr. Moshe Milevsky talk about the differences between asset allocation and product allocation.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck