LUNCH & LEARNs


Lunch and Learn Information Requests

Please email me at the address below if you would like information on any of the following:

- Business & Individual Retirement Planning: Investment allocation design, retirement projections, stretch IRA’s, retirement taxes, Social Security planning

- Business & Individual Planning: 401k, IRA’s, Roth’s, rollovers, etc.

- Business & Individual Benefit Planning: Life, Disability & Health Insurance

- Fee Based Planning offered through VPI, Vantage Point Investments, Inc., a registered investment advisory firm.

- Managed Accounts

- Fixed, Index Annuities


This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.


 

Copyright © Intuitive Financial.

 

 

Vantage Point Investments (“VPI”) is a registered investment adviser located in Sandy, UT and only transacts business in the state of Utah. Both this site and VPI’s web sites are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of VPI’s web site on the Internet should not be construed by any consumer and/or prospective client as VPI’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by VPI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of VPI, please contact the state securities regulators for those states in which VPI maintains a registration filing. A copy of VPI’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.advisorinfo.sec.gov www.adviserinfo.sec.gov or from VPI upon written request. VPI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this or VPI’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


 

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Intuitive Financial
Understanding Before Planning


1554 E. Huckleberry Circle, Sandy, UT 84093
Bus.801-566-4899

Investment Advisory Services OFFERED THROUGH VPI, Vantage Point Investments, Inc.
646 West 9400 South, Sandy, UT 84070
801-792-2398

Intuitive Financial is independent of VPI, Vantage Point Investments, Inc.