Products & Services

INDIVIDUALLY TAILORED INVESTMENT PLANNING SERVICES
We focus on helping accumulate assets and optimize income when you retire.

WHERE WE MEET:
-Your office or ours.
-We also offer WEB CONFERENCING.

PRODUCTS & SERVICES:
-Fee Based Planning (offered through VPI, Vantage Point Investments, Inc. a registered investment advisory firm)
-Managed Accounts
-Fixed and Index Annuities
-Business & Individual Benefit Planning: Life, Disability & Health Insurance
-Business & Individual Planning: 401k, IRA's, Roths, rollover, etc.

LET US HELP YOU FIND THE MONEY FOR YOUR PLANNING
HOW PREPARED ARE YOU?

This year we are offering retirement plan modeling - how prepared are you for retirement?'.  Call us for all your retirement questions & answers.

The majority of retirees lose over $100,000 in social security benefits.


Products & Services Information Request

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

- Send service literature

- Send company literature

- Have us contact you

 

 

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.


 

Home | contact us | site map

# # # #
# # # # # # #
# #
# #

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.