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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Determine your potential long-term care needs and how long your current assets might last.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Learn about the rise of Impact Investing and how it may benefit you.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
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
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bucket lists don’t have to be for tomorrow.
For women, retirement strategy is a long race. It’s helpful to know the route.