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.
The Basics of Investing
What’s the connection between cars and financial management?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Tips to avoid checking in luggage on your next vacation.
Savings is a critical tool to ensure positive cash flow in your personal finances.
Women in financial services are some of the most progressive women in the world.
For homeowners who think their property taxes are too high, there are ways to appeal.
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
Four vacation destinations you might never have thought of.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
How does your ideal retirement differ from reality, and what can we do to better align the two?