Broker Check

In Pittburgh:
2790 Mosside Boulevard
Suite 630
Monroeville, Pennsylvania 15146
(412) 325-8480 Phone
(412) 646-2155 Fax

In Naples:
3003 Tamiami Trail North
Suite 410
Naples, FL 34103
(239) 261-9363 Phone
(239) 262-2122 Fax

Surprise! You’ve Got Money! When the Unexpected Becomes Reality RE: Retirement 18 Years Worth of Days

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.

Helpful Content

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Thanks Mom

Thanks Mom

It turns out Mom really did know best when she laid down essential truths to live by.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here’s a crash course on saving for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

View all videos arrow