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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Do your insurance needs stay the same when the nest empties?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you died, what would happen to your email archives, social profiles and online accounts?
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.