Forms and Disclosures

For your convenience, we have provided forms that are normally required in the development of your financial plan. Please print and be sure to thoroughly complete all requested information.  The completed form should be mailed or faxed to our office or you can upload the scanned document to your Vantage-assigned Document Vault.

For security reasons, please do not send any personal and confidential information to us via email. Please click here for to use our secured exchange system, ShareFile.

Financial Planning Forms

Paperless Enrollment Instructions

Disclosures

Vantage Financial is a fee-only advisory firm who's mission is to provide personalized financial advice that minimizes your financial concerns, maximizes your security and gives you more time to spend on important things.  To learn more about us and how we provide these services, please review our disclosure documents.

Our Chief Compliance Officer, Kimberly Taylor, will be glad to discuss any questions or concerns you may have.  Feel free to contact her by sending an email to ktaylor@vantagefinancial.com.

 

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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