The Executive Advantage (EA) plan is designed for the executive or manager who wants to improve his/her quality of life by wisely managing corporate benefit plans and outside investments. It is best suited for corporate employees who have accumulated a substantial amount of wealth in a 401(k) plan, have stock options or restricted stock, or are eligible for deferred compensation.
Planning Advantage (PA) is for clients who have worked hard to create financial security for their family and their future. Their sensible financial habits have led them to ask wise financial questions.
The Coaching Advantage (CA) plan is designed for someone who is motivated to put together their own financial plan. It is best suited for people who want to learn more about managing their finances and feel confident making knowledgeable long-term and short-term goals on their own.
At Vantage we believe investment portfolio management, like any other strategic process, is constantly evolving. Our investment philosophy includes three key aspects; Research, Planning and Management.
For over 20 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.
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.
