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.
What is Guaranteed Retirement Income?
Get the facts about guaranteed retirement income.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Spark joy and become more confident by giving your finances the home organization treatment.
Millennials are redefining retirement planning.
Talking about money isn’t as scary as it seems.
Lifestyle considerations in creating your retirement portfolio.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A financial emergency can happen to anyone.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Disability happens to more people, more often than you may think, and it lasts longer, too.