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
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Business Cycle
How will you weather the ups and downs of the business cycle?