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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
When considering life insurance, it's important to understand your options.
As our nation ages, many Americans are turning their attention to caring for aging parents.
What can be learned from the savings rate?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How will you weather the ups and downs of the business cycle?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.