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.
FAITH, FAMILY, AND FINANCES
Why is community important? Is my list of traits for a future spouse keeping me from that future spouse? How do I battle the rising cost of education?
COMMON FINANCIAL PLANNING MISTAKES
“What are the most common mistakes clients make before utilizing Vantage’s services?” We get asked that a lot. We offer the following so you can avoid these pitfalls before it is too late.
HOW MUCH LIFE INSURANCE DO I NEED?
Financial planning clients usually ask this question during the planning process. They are often skeptical about the answer given by insurance agents and look to us to provide an objective opinion.
MONTHLY MARKETS MEMO
In July, good economic numbers & corporate profits were not enough to overcome a number of geo-political issues around the world as most major stock and bond indexes showed losses.
SEC INVESTOR BULLETIN
The SEC’s Office of Investor Education and Advocacy is issuing this Investor Bulletin to help educate investors about the SEC’s rules and regulations related to trading suspensions. This bulletin answers some of the typical questions we receive from investors about trading suspensions.
SEC INVESTOR ALERT
The SEC’s Office of Investor Education and Advocacy is issuing this Investor Alert to help investors identify potentially fraudulent unregistered offerings. A review of this list, which includes ten common signs of potential fraud, could help you when investing in an unregistered offering.
DID YOU KNOW?
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RECENT POSTS
Monthly Markets Memo
Faith, Family, and Finances
SEC Investor Bulletin
SEC Investor Alert