WHO WE ARE

Planning for your future financial security starts now.

Let’s work together.

You need a partner,
not just a financial planner.

That’s what makes us different.

We build relationships. We walk alongside you. We offer expertise 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 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.

You need a partner,
not just a financial planner.

That’s what makes us different.

We build relationships. We walk alongside you. We offer expertise 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 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.

At Vantage Financial, we get to know you and your family, your background, goals and vision. We want to know what makes you tick. We want to build a true partnership, so we are able to help build your plan for the future.

At Vantage Financial, we get to know you and your family, your background, goals and vision. We want to know what makes you tick. We want to build a true partnership, so we are able to help build your plan for the future.

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. We’ll get back to you as soon as possible.

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

423 Wards Corner Rd. Suite A
Loveland, OH 45140
P | 513-239-2933
F | 513-444-4140
E | info@vfplanning.com
423 Wards Corner Rd. Suite A
Loveland, OH 45140
P | 513-239-2933
F | 513-444-4140
E | info@vfplanning.com