In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...
Welcome to Vantage Point Financial Services, LLC.
Mark M. Black, CFP® welcomes you to Vantage Point Financial Services, LLC, a financial services firm located in Centerville, Ohio. The firm is a branch office of Cetera Advisors LLC. Member FINRA/SIPC.
Plan for tomorrow – contact VantagePoint today.
As your financial partner, our mission is to improve the lives of our clients and their families by
providing objective financial advice and exceptional service. Let us show you how.
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What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.