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.
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.
FAITH, FAMILY AND FINANCES
As a man of faith and a father of five children, I occasionally come across articles worth passing on. I have found these types of articles to be of interest not only to me, but you also.
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.
HOW TO AVOID IDENTITY THEFT
Annually, over 11.5 million people are victims of identity theft—in the United States alone. Innovative technology may create new opportunities for identity thieves...
MONTHLY MARKETS MEMO
Equity investors appeared to focus on future economic and earnings growth while the bond markets seemingly reflect little concern that any growth will result in significant inflation in the first half of 2014.
FED COMMENTARY
As the Federal Reserve continues to wind down its asset purchases, also known as quantitative easing, the Fed is now left with a balance sheet much larger than it was in 2008.
GOING ABROAD WITH SMALL & MID CAP STOCKS
Most investors are aware of the benefits of investing in large cap equities. This familiarity can lead to a bias in allocation and may leave other areas of the market under weighted in your portfolio.
DID YOU KNOW?
Phyl's Corner
Odd and Interesting Facts: Gates, Government...
Odd and Interesting Fact: The Market
Odd and Interesting Fact: Cell Phones
RECENT POSTS
Common Financial Planning Mistakes
Faith, Family and Finances
Monthly Markets Memo
SEC Investor Bulletin
How To Avoid Identity Theft