Your success is our top priority.

Learn a little more about our comprehensive approach.

Vantage Financial is a team of established financial consultants with over 30 years of combined industry experience. We create thorough financial plans for individuals and families at all stages of life. Our plans are high-touch, approachable and flexible – we work with you and within the realities of your growing goals and circumstances. We pride ourselves on being your financial partner.

Vantage Financial provides fee transparency and unbaised recommendations to help you achieve your financial goals. Our focus is building relationships through our expert advice and consistent planning strategy.

Your success is our top priority.

Learn a little more about our comprehensive approach.

Vantage Financial is a team of established financial consultants with over 30 years of combined industry experience. We create thorough financial plans for individuals and families at all stages of life. Our plans are high-touch, approachable and flexible – we work with you and within the realities of your growing goals and circumstances. We pride ourselves on being your financial partner.

Vantage Financial provides fee transparency and unbiased recommendations to help you achieve your financial goals. Our focus is building relationships through our expert advice and consistent planning strategy.

How it works

Our client service model sets us apart.

Planning Topics

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

A complex problem is best solved with a simple solution. That simple solution is to partner with professionals who can assist in building your financial life map, steer you in the right direction and help you understand how to get there. That partner is Vantage Financial. And that’s the Vantage way.

A complex problem is best solved with a simple solution. That simple solution is to partner with professionals who can assist in building your financial life map, steer you in the right direction and help you understand how to get there. That partner is Vantage Financial. And that’s the Vantage way.

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