Strategies for Individuals

Investment Strategies
Financial Life Planning
Retirement Strategies
Estate Planning
>> More

Strategies for Businesses

Business Estate Planning
Golden Executive Bonus Arrangement
Key Person Insurance
Retirement Plans
>> More

Personal Financial Presentations

Business Owners
Executives
Financial Planning
Physicians

Financial Resources

VisionPoint Wealth Management Solution
Financial Calculators
Client Account Access:


At *VisionPoint, we provide objective customized solutions to assist individuals, professional and business owners in reaching their financial goals. We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping.

* Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. VisionPoint Advisory Group is independently owned and operated.

Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

More Newsletters →