Our Way of Planning
At Vantage Financial Services, we are passionate about educating our clients, both in and out of the office, on their investment questions and concerns. We view your entire financial picture from a wide angle lens, address all aspects of your plan, and foster long-term, trusting relationships with our clients by serving all their financial needs and working as a cohesive team. We are a process-driven, solution-oriented firm ready to help you plan for your future. You can contact us today to learn more about how we can serve you and your family.Contact Us
Retirement is closer than you think. Our professionals can help you plan for your retirement on your terms.
Protecting yourself today can have a multitude of benefits tomorrow. We offer a wide range of insurance and risk management products to help you protect what matters.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Being healthy not only makes you feel good, it may also help you financially.
Even low inflation rates over an extended period of time can impact your finances in retirement.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Tips on insuring your teen driver.
Do you have an estate strategy? You should.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Make your retirement as exciting as your next vacation.
There are hundreds of ETFs available. Should you invest in them?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?