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.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about the importance of having an estate strategy in this helpful and informative video.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Taking your Social Security benefits at the right time may help maximize your benefit.
A special needs trust helps care for a special needs child when you’re gone.