As a financial advisor, having the right team and resources to support your growth plan will help you build the firm you have envisioned.
Click each circle below to get to know how VantagePointe Financial Group supports your practice.
VantagePointe’s New Business processing department will assure all necessary documents are received and submitted to the carrier in a timely manner, expediting business applications on your behalf.
There are no proprietary requirements, or quotas at VantagePointe Financial Group. You’ll enjoy open architecture and broad selection of vetted investments to help satisfy your clients financial needs. You will act in each client’s best interests by presenting the financial products best suited to their needs.
Whether you are interested in purchasing or selling a book of business, VantagePointe provides convenient financing options available to customize your experience to individual needs.
Technology is a critical enabler of productivity within an advisory practice and helps support an excellent client experience. But as a business owner and financial professional, you may not always have the time needed to be thinking critically about your technology needs. VantagePointe, through its broker-dealer Osaic Wealth Inc., offers several enhanced technology platforms to take your technology to the next level. For example, client management tools, cyber security, product research, express client onboarding, digital application and e-signature capabilities. Everything you will need for running business operations, driving productivity, and managing clients.
VantagePointe provides the means for Advisors to promote themselves through targeted materials, educational presentations, social media, seminars, expos, client events along with community and charitable functions. With a financial representative background, VantagePointe’s marketing team has the unique ability to structure marketing opportunities to the Associate’s advantage, while making clients feel welcomed and appreciated.
To help ensure a holistic approach for retaining your clients, available to you are cross selling opportunities with VantagePointe Risk Management, known for their property and casualty, plus VantagePointe Benefit Solutions, known for their employee benefit services.
Employee Benefit Resources
Available to you for your employees, clients or small business, is VantagePointe Benefit Solutions; a full-service health insurance broker, specializing in benefit design. Interfacing with top healthcare providers, VantagePointe Benefit solutions offers Medical, Dental, Vision, Life and Disability Coverage.
Risk Protection
Available to you is the VantagePointe Risk Management Division– developing property and casualty insurance protection strategies for both individuals and business clients. An independent Firm, VantagePointe Risk Management works with dozens of carriers to ensure the most comprehensive coverage for an economic price.
Let us help your business reach new levels with expert guidance and accountability. Whether you are a seasoned Advisor, or just beginning your career, you will benefit from our mentorship and guidance with your business systems and processes.
VantagePointe regularly recognizes Associates’ outstanding efforts through a formal awards program performed in the presence of your peers.
Business owners have special financial-planning needs and opportunities. VantagePointe provides its associates with in-house consultation and customized strategies for your business owner clients’ unique needs
At VantagePointe, you will enjoy both in-house and broker-dealer level consultants to help you find the right products and protection solutions for your clients and your businesses. Consultants offer knowledge in areas such as:
Available to you is P&S Management, a full-service Administrative Payroll Staffing Company offered to all associates. P&S Provides payroll processing and other services for your leased staff personnel saving you the time and hassle of self-administration. P&S takes care of all required federal and state tax filings along with any other reporting that may be required.
Human Resources
Available to you is P&S Management offering employer HR services such as administration of your time off policies, assistance in performance related incidents, and working with you to support you and your leased staff personnel.
SIMPLE IRA Plus
Benefits are available through P&S Management such as a SIMPLE IRA plan that is matched at 3%. Workmen’s Compensation coverage is available. Annual review for offering of other benefits such as dental and vision.
Our proprietary equity and succession platform enables Advisors to benefit from the value of the business they have built. It starts by identifying a clear vision for your future, pinpointing priorities and challenges, then building actionable plans to create the strategy that is right for you. VantagePointe will assist in the identification of potential succession candidates, offer personalized assistance, financing resources and hands-on transition support to help you make the right decision when it comes to the future of your business.
VantagePointe’s Compliance team acts as the liaison between our Associates, the broker dealer, and industry Compliance groups. Their unique and deep understanding of compliance, regulatory issues and Firm processes ensures that VantagePointe and its Associates exceed industry standards and client expectations. In a fast-paced industry, having a responsive and dedicated Compliance team can make all the difference in achieving success and ensuring peace of mind.
VantagePointe provides in-house consultation for your estate planning cases. Our consultants offer knowledge in areas such as
