Investing in Value

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Our 30th Anniversary celebrations have been many and we are just getting started!  The celebration began with our Open House in July which included impressive balloon towers and garland, bubbly champagne, delicious cake and wonderful people!  We then added music, sunshine and treats to the mix at our concerts in the park. 

It was our first time sponsoring two evenings of concerts at Harmony Park in Arlington Heights, located right outside our office.  The crowds were large and the music delightful!  Our talented team diverted their creative skills away from spreadsheets toward popcorn and snow cone delivery as we manned our complimentary booths providing free treats for all.  Serving the community is something many of us do individually so we really enjoyed the opportunity to treat the community as a team.Concert in the Park.JPG

In August we held our 3rd annual Day at the Races at the Governor’s Room in the Arlington Park International Racecourse.  We enjoyed the privilege of naming the 5th race and Scott’s entry was elected: “Vantage Gallops Past 30!”  Surprise, surprise, the race included a horse named Michael, really!  Michael, his wife Debbie and some lucky guests enjoyed a trip to the winner’s circle to watch the race track-side and present the prize. Racetrack.png

In September we launched our 2nd pay-it-forward theme with a new investment recommendation to our clients:  Investing in Value.  Like our clients, we value our families, so when it comes to investments, our best recommendation is to invest in the next generation.  In celebration of 30 wonderful years, Vantage will be giving away 30 free financial plans to the next generation family members of our clients!  As a client, please help us meet our goal and invest with you in the priceless value of your family’s next generation.  Submit your nominee by sending an email with their names, relationship, reason for needing a plan and your contact information to: InvestingInValue@VantageFinancial.com. To review the Investing in Value FAQ, click here. Our first drawing is October 1st.

 
 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL

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