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.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Ascertaining the value of your business is important for a variety of reasons.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
At what point can you call a personal vehicle commercial?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
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 importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?
All about how missing the best market days (or the worst!) might affect your portfolio.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.