Plan for tomorrow - contact Vantage Point today.

As a respected financial services firm located in Centerville, Ohio, we are dedicated to providing our clients with personalized financial solutions tailored to their unique needs and goals. Our mission is to empower individuals, families, and businesses to achieve financial stability and long-term success.

Our Services

At Vantage Point Financial Services, LLC, we offer a comprehensive range of financial services designed to help our clients achieve their financial aspirations. Our services include:

Investment Management

We work closely with our clients to develop a customized investment strategy that aligns with their financial goals and risk tolerance. Our expertise in investment management encompasses a wide range of asset classes, including stocks, bonds, and alternative investments.

Retirement Strategies

Whether you're nearing retirement or already in retirement, we can help you create a sustainable income stream to support your golden years. Our retirement planning strategies take into account your unique financial situation, investment goals, and tax implications.

401(k) Plan Management

As a trusted partner for businesses of all sizes, we provide expert advice and guidance on 401(k) plan management. Our expertise helps ensure compliance with regulatory requirements and fosters a sustainable retirement plan for your employees.

College Planning

As a parent or guardian, securing your child's financial future is crucial. Our college planning strategies help you create a comprehensive plan to save for education expenses, navigate financial aid options, and make informed decisions about your child's educational journey.

Insurance Planning

We help our clients navigate the complexities of insurance planning, ensuring they have the right coverage to protect their assets, income, and loved ones. Our expertise encompasses life insurance, disability insurance, and other insurance products tailored to individual needs.

Estate Planning

Estate planning is a critical aspect of securing your future and the future of your loved ones. Our expertise in estate planning helps you create a will, establish trusts, and navigate tax implications to minimize estate taxes and ensure your wishes are carried out.

Tax Planning

Tax planning is an essential aspect of financial planning. Our tax planning strategies help our clients minimize their tax liability, optimize their tax strategy, and ensure compliance with tax laws and regulations.

Our Philosophy

At Vantage Point Financial Services, LLC, we believe that financial security is built on a foundation of trust, transparency, and personalized service. We take the time to understand our clients' unique needs and goals, crafting customized financial solutions that align with their aspirations. Our independence allows us to offer a wide range of investment products and services, ensuring our clients have access to the best resources to achieve their financial objectives.