We help couples and individuals save, grow, keep, and protect more of their money throughout their retirement. And we show you how to pass it on to your loved ones the right way
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Consult and Quote With Us
Additional Types of Insurance Quotes:Call For a Quote: (203) 260-3413 |
O U R F L A G S H I P P R O D U C T:
The eState Plan
The wealthiest families in America do not care more about their families than you do.
Our goal was to create a proprietary process for you to similarly benefit as the Bill Gates’, Warren Buffets and Jeff Bezos’ of the world from an estate plan. How much do you need to benefit? Your estate can be simply be your home, your savings, and anything you own of value to you. Why a Will isn’t enough….. Did you know…. Wills go through Probate? Probate is public? Wills can be contested after you are gone – (even fraudulently) by someone without legitimacy? |
The Vantage Point Income and
Estate Planning Advantage
The Vantage Point team consists of experienced professionals to analyze and address the important components of your larger picture.
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The financial decisions you make along the way should be made with your whole life considered. The steps you take (or don’t take) do not occur in a vacuum. By using your current ‘vantage point’ you can plan what actually works best long term.
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By helping you see things more holistically, you will see the impact and results of your decisions on the rest of your financial life. Optimize the best financial future you can with Vantage Point Income and Estate Planning, LLC.
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Using proprietary software, based on your goals, our experienced specialists will analyze and find better solutions to obtain those goals.
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About Vantage Point Income and
Estate Planning LLC
Hello! I am Thomas Halzack, President of Vantage Point Income and Estate Planning.
You might view me best as your point man for the multiple services our team of specialists offer for conscientious individuals and couples such as yourself. Whether you need them all or just one, these are areas we can help you with:
If you're not thrilled with your current insurance contact us today.
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Learn More About Insurance
When it comes to insurance, we've got you covered. Learn more about how our products can help you.
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Contact Us Today
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Phone: (203) 260-3413
Email: info@vantagepointestateplans.com Location: Dover, DE 19901 Agency Hours: Weekdays: 9:00am - 5:00pm |