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At Vantage Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Robert Beatty is a professional resource on complex wealth management solutions for business owners and affluent individuals. His planning and problem-solving experience extends to estates in excess of $100 million and provides a depth...

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Marshall has lived in Arizona since 1987. He is originally from Michigan. He earned his BA in Spanish from Arizona State University and lived in Puerto Rico for two years becoming fluent in Spanish. He has a Master's in Business...

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Allie began her career in advertising and sales working for 2 national consumer magazines for 6 years managing over 1500 accounts annually. She then went on to work for Gannett at their Phoenix market affiliate Republic Media. There...

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