Vantage Point Financial Planning

09/28/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

09/25/2026

As we head into the final quarter of 2026, here are two more essential tasks to walk through with your advisor:

-Required Minimum Distributions (RMDs): Ensuring any mandatory withdrawals are scheduled smoothly before December deadlines
-Charitable giving: Structuring your end-of-year donations or donor-advised funds efficiently.

Our team is here to walk through every detail with you step-by-step. Give us a call at the office or send us a message to get your autumn check-in on the calendar! 📞
https://bit.ly/4xIjlbW

09/24/2026

“If your actions create a legacy that inspires others to dream more, learn more, do more and become more, then, you are an excellent leader.”

09/22/2026

Happy first day of fall to everyone ordering pumpkin spice lattes in 88-degree humidity! 🎃🌡️

09/20/2026

Happy birthday, Tawni! Wishing you a bright and prosperous year ahead!

09/18/2026

September is the sweet spot of the year for financial planning. Checking in with your financial advisor before the end-of-year rush gives you plenty of time to make smart, stress-free moves. Two key items to review right now:

-Tax-loss harvesting: Evaluating taxable accounts for opportunities before year-end.
- Retirement contributions: Checking if you are on track to max out your 401(k) or IRA contributions.

Connecting with your advisor early means no rushing in December. Reach out to our team today to review your year-to-date progress!

https://bit.ly/3V3RAge

09/15/2026

Discover how understanding your past financial decisions can help you navigate tomorrow with greater clarity and a well-structured plan.

Discover how understanding your past financial decisions can help you navigate tomorrow with greater clarity and a well-structured plan.

09/15/2026

We’re growing — and we’re excited to officially announce our newest Vantage Point Financial Planning office in La Follette, Tennessee!

Our new location gives us another opportunity to serve individuals, families and businesses in the community with personalized financial advice and planning for what matters most.

📍 1901 Old Jacksboro Hwy, Ste. 1
La Follette, TN 37766

📞 423.569.5055
✉️ [email protected]

We’re grateful to be part of the La Follette community and look forward to building new relationships, reconnecting with familiar faces and helping more people feel confident about their financial future.

Come see us at our newest location!
https://bit.ly/4h6AZzP

09/14/2026

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

We're proud to build our practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

09/12/2026

Saturdays in September mean one thing around here: Volunteers football! You can count on Chad, Phillip, and Zachary wearing their orange and cheering loud, while Brandon might have one eye on the Gators and one eye on the Vols. Whatever color you’re repping today, we hope your Saturday is full of good food, great company, and a big win! What’s your score prediction for today’s game?