Planning for your future financial security starts now.

Let’s work together.

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 Audit

Allocation Assessment

Asset Management

Accumulation Goals

ACCUMULATION GOALS

Priorities

Cash 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 Sheet

Insurance Coverage Review

Preparing for unknown

Tax Strategies

Estate Planning

ESTATE PLANNING

Wills & Legal Document Review

Develop 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 Audit

Allocation Assessment

Asset Management

Accumulation Goals

ACCUMULATION GOALS

Priorities

Cash 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 Sheet

Insurance Coverage Review

Preparing for unknown

Tax Strategies

Estate Planning

ESTATE PLANNING

Wills & Legal Document Review

Develop Legacy Plan

Wealth Transfer

Your partners in financial planning

JESSE NIEDERBAUMER

Managing Partner
and Senior Wealth Advisor

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ANDY MEYER

Partner and
Senior Wealth Advisor

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BEN UPHOFF

Wealth
Advisor

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JEREMY GARDNER

Director of
Financial Planning

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High School Seniors: Apply for our scholarship program!

Vantage Financial values education and athletic excellence in the Elmbrook community. Once a month, we recognize a high school senior athlete; those monthly winners are then eligible to receive a $1,500 college scholarship awarded in May each year.

LEARN MORE AND APPLY TODAY!

High School Seniors: Apply for our scholarship program!

Vantage Financial values education and athletic excellence in the Elmbrook community. Once a month, we recognize a high school senior athlete; those monthly winners are then eligible to receive a $1,500 college scholarship awarded in May each year.

LEARN MORE AND APPLY TODAY!

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.

FIRST NAME *
LAST NAME *
EMAIL ADDRESS *
PHONE NUMBER

I prefer to be contacted by (please check):EmailPhone

What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)

400

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.

FIRST NAME *
LAST NAME *
EMAIL ADDRESS *
PHONE NUMBER

I prefer to be contacted by (please check):EmailPhone

What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)

400