What We Do
What We Do
You need a partner,
not just a financial planner.
That’s what makes us different.
We build relationships. We walk alongside you. We offer experience and a life-long, focused approach. We aim to give you confidence and knowledge. That’s our unique vantage point. And that is your advantage.
Our name, Vantage Financial, reflects the trust and partnership we strive to build with each of our clients as we work together toward attaining your financial security and success.
You need a partner,
not just a financial planner.
That’s what makes us different.
We build relationships. We walk alongside you. We offer experience and a life-long, focused approach. We aim to give you confidence and knowledge. That’s our unique vantage point. And that is your advantage.
Our name, Vantage Financial, reflects the trust and partnership we strive to build with each of our clients as we work together toward attaining your financial security and success.
Your Partner. Your Success.
At any stage of life, Vantage Financial is your partner in planning for your future. Our 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.
Your success is our top priority.
Your priorities are our priorities. As partners, we work together with all of your financial professionals such as your accountant, attorney and other advisors so you are guaranteed a coordinated approach to your personal decision-making and long-term planning.
Your success is our top priority.
Your priorities are our priorities. As partners, we work together with all of your financial professionals such as your accountant, attorney and other advisors so you are guaranteed a coordinated approach to your personal decision-making and long-term planning.
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