Mission Statement
Vantage is committed to protecting your time and best interest by helping you navigate real-life questions and execute solutions through an ongoing tailored advising relationship.
Your Partner. Your Success.
At any stage of life, Vantage Financial is your partner in planning for your future. Our expertise, experience and holistic approach makes us the financial professional and advocate you never had. You define ‘success,’ and we’ll help you get there –
with Vantage, you always know where you stand.
Your Partner. Your Success.
At any stage of life, Vantage Financial is your partner in planning for your future. Our expertise, experience and holistic approach makes us the financial professional and advocate you never had. You define ‘success,’ and we’ll help you get there –
with Vantage, you always know where you stand.
How we work together.
Vantage Financial is committed to comprehensive and transparent fee-based financial planning. Let’s build a plan that works throughout every stage of your life, whether you’re a young adult beginning your career or an established professional looking toward retirement.
Investment Analysis
Investment Analysis
Expense AuditAllocation Assessment
Asset Management
Accumulation Goals
ACCUMULATION GOALS
PrioritiesCash Flow/Budgeting
Education Funding
Tax Efficient Savings
Retirement Planning
RETIREMENT PLANNING
Goal Development
Progress Reporting
Social Security & Medicare Analysis
Distribution Plan
Risk Analysis
RISK ANALYSIS
Personal Balance SheetInsurance Coverage Review
Preparing for unknown
Tax Strategies
Estate Planning
ESTATE PLANNING
Wills & Legal Document ReviewDevelop Legacy Plan
Wealth Transfer
How we work together.
Vantage Financial is committed to comprehensive and transparent fee-based financial planning. Let’s build a plan that works throughout every stage of your life, whether you’re a young adult beginning your career or an established professional looking toward retirement.
Investment Analysis
Investment Analysis
Expense AuditAllocation Assessment
Asset Management
Accumulation Goals
ACCUMULATION GOALS
PrioritiesCash Flow/Budgeting
Education Funding
Tax Efficient Savings
Retirement Planning
RETIREMENT PLANNING
Goal Development
Progress Reporting
Social Security & Medicare Analysis
Distribution Plan
Risk Analysis
RISK ANALYSIS
Personal Balance SheetInsurance Coverage Review
Preparing for unknown
Tax Strategies
Estate Planning
ESTATE PLANNING
Wills & Legal Document ReviewDevelop Legacy Plan
Wealth Transfer
High School Seniors: Apply for our scholarship program!
Vantage Financial values education and athletic excellence in the community. Each month, our Elm Grove and Huron offices recognize a high school senior athlete; those monthly winners are then eligible to receive a $1,500 college scholarship awarded in May each year.
High School Seniors: Apply for our scholarship program!
Vantage Financial values education and athletic excellence in the community. Each month, the Elm Grove and Huron offices recognize a high school senior athlete; those monthly winners are then eligible to receive a $1,500 college scholarship awarded in May each year.
Fiduciary (n):
An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit. The duties of a fiduciary include loyalty and reasonable care of the assets within custody.*
*The Vantage Financial team prioritizes client relationships. When we say we are your fiduciary, we mean we act in your best interest. Period.
Fiduciary (n):
An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit. The duties of a fiduciary include loyalty and reasonable care of the assets within custody.*
*The Vantage Financial team prioritizes client relationships. When we say we are your fiduciary, we mean we act in your best interest. Period.
IT ALL STARTS WITH
A SIMPLE CONVERSATION.
We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.
IT ALL STARTS WITH
A SIMPLE CONVERSATION.
We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.