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 Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Rightsizing for Retirement
What does your home really cost?