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 UsRetirement Planning
Retirement is closer than you think. Our professionals can help you plan for your retirement on your terms.
Helpful Content
The Business Cycle
How will you weather the ups and downs of the business cycle?
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
College Savings
See how much you may need to save now to cover future college costs for your child.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Saving for College 101
Here's a crash course on saving for college.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.