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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Lifestyle considerations in creating your retirement portfolio.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
One of the most common questions people ask about Social Security is when they should start taking benefits.
For homeowners who think their property taxes are too high, there are ways to appeal.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are a few things to consider when buying or leasing your next vehicle.
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?