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.
Build a Stronger Financial Future
Learn about a financial asset that can help you build a stronger financial future.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Put measures in place to help you replace a portion of your income if the unexpected happens.
What lessons can you learn from your family members, and what can they learn from you?
When considering life insurance, it's important to understand your options.
If you find it hard to attain personal life goals, there’s an app for that!
Help others achieve life-long financial balance with just a desire to be something different.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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 smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
When should you take your Social Security benefit?
Here’s a quick guide to checking to see if you have unclaimed money.
How do the markets usually react to elections? Was the 2016 election any different?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.