ABOUT VANTAGE FINANCIAL
For 25 years, clients have benefited from our firm's highly specialized financial planning and investment management services. We are proud to: Utilize diagnostics that evaluate the likelihood of achieving your financial dreams.
MEET OUR TEAM
As a client of Vantage, you can feel confident that you will have an experienced professional team to guide you through the financial and investment planning process. Vantage uses the team approach to client service so there is a broader level of experience to help find creative solutions for your specific issues.
IMPORTANT INFORMATION
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.
EMPLOYER'S STOCK - HOW MUCH IS TOO MUCH?
Over the last five years, more than 85% of new clients that signed up for our executive level financial plan had more than 25% of their investable assets in their employer’s stock.
FAITH, FAMILY, AND FINANCES
Where are we most susceptible to foolishness in our lives? How do we speak truth to our children in a way that honors them? What is a great formula for how to handle unsettling market events? Below are three articles that answer these questions:
MEDICARE COSTS INCREASE
Many of our clients are surprised to hear that Medicare premiums increase if your income is higher than certain thresholds. Medicare is the government subsidized medical care system for people 65 and older.
MONTHLY MARKETS MEMO
The U.S. equity markets began the year with losses, making this the first time since 2012 that the S&P 500 fell two months in a row. Concerns of what the effect of lowered oil prices would have on oil company profits appeared to be a factor.
DID YOU KNOW?
Re-Inventing Ourselves
RECENT POSTS
Employer's Stock - How Much Is Too Much?
Faith, Family, and Finances
Monthly Markets Memo