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.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

More Newsletters →