Welcome to Vista Pointe Wealth Solutions, LLC
Affluent individuals are living in an ever increasingly complex financial world. They are making important, yet very isolated decisions, regarding the preservation, protection, and enjoyment of the wealth they worked so hard to create. The conditions affecting these isolated decisions can shift abruptly and have a dramatic impact on many or all of the other areas of their finances.
Whether it be estate, tax strategies or insurance decisions, evaluated on their own merits, those individual choices can appear to make good sense. But when viewed as part of a whole, the incongruities become apparent. Disconnected strategies often contradict each other and end up inhibiting the greater good of the whole.
Not only are these decisions often not properly coordinated, but the rationale for these decisions is typically not based upon a financial model and strategy, but rather an endless flood of financial misinformation found in the media, financial institution publications and the do-it-yourself "how-to" books. In many cases, this "misinformation" is passed on from one generation to another with no true empirical basis or logic, yet it is accepted as "truth" due to its prevalence and repetitiveness.
A well-orchestrated estate design, an effective retirement distribution plan and a coordinated risk management plan can yield results that far exceed the potential of the individual elements within it. At Vista Pointe Wealth Solutions, we understand the "how" and "why" most people make their financial decisions. Our mission is to educate and instruct high net worth individuals on how economics can measure and verify their financial decisions. Our process empowers our clients to make verifiable, well coordinated, educated decisions in areas of their financial life in order to provide for the maximum wealth accumulation potential and protection.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Being healthy not only makes you feel good, it may also help you financially.
The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.
Women must be ready to spend, on average, more years in retirement than men.
Estate conservation is too important to put off. Do you have a smart exit strategy?