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
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.