Financial Planning

 

 

 VantagePointe Financial Group offers special pricing on comprehensive financial planning services. VantagePointe will provide TPA members with:

Reduced fee services

  • No fee for initial meeting, financial plan design or subsequent review meetings to TPA members.
  • No asset minimum requirements

Services provided

  • Financial needs analysis for individuals, families and business owners
  • Retirement income strategies
  • Educational funding
  • Risk management
  • Cash flow analysis
  • Charitable gifting strategies
  • Estate analysis

Products Offered

  • Brokerage
  • Investments
  • Mutual funds/unit investment trusts
  • Long term care insurance
  • Life/Disability income insurance
  • College 529 savings plans
  • 401(k)s, 403(b)s, IRAs
  • Group benefits
  • Annuities

Please contact Kaled Khaznehkatbi at (248) 858-9957 or This email address is being protected from spambots. You need JavaScript enabled to view it. for assistance and more information. Comprehensive financial planning services provided by VantagePointe Financial Group (www.vpfgroup.com).

Kaled Khaznehkathbi offers securities and advisory services through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. His office is located at 7 West Square Lake Rd., Suite 139, Bloomfield Hills, MI 48302.

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