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A brain surrounded by circles representing brain waves
Mark Black | Mar 26, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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An older man relaxing and laying down in an inner tube on relaxing water.
Mark Black | Mar 26, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Vantage Point Financial Services, LLC

329 Regency Ridge Drive
Centerville OH 45459

P: 937-432-1111

F: 937-432-1110

E: markblack@vantagepointadvisor.com

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Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA / SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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