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.
TREASURY MODIFICATION TO FSA "USE-OR-LOSE" RULE
If you have the option to participate in a Flexible Spending Account (FSA) through your employer’s health plan, you should know about a recent modification...
FAMILY MONEY MATTERS
Here are some great articles on family money matters that I would like to share with you.
CHARITABLE CONTRIBUTIONS
Now that we've passed the April 15th tax deadline, you may be thinking of ways to lower your tax liability for the 2014 calendar year.
TAX FRIENDLY STATES
Considerations for retirement.
MONTHLY MARKETS MEMO
A great performance in 2013 and a tough winter appear to be making it difficult for the markets to gain traction so far in 2014.
A BALANCING ACT
Changes affect both the risk exposure of an account as well as the performance potential.
EDUCATIONAL VIDEO SERIES - COVERED CALL OPTION STRATEGY
Explore our educational video series to discover how our team of Investment Professionals with over 50 years of experience can add value to your portfolio with the use of our Covered Call Option Strategy.
VANTAGE NEWS
Phyl's Corner
RECENT POSTS
U.S. Supreme Court Ruling
Family Money Matters
Treasury Modification to FSA "Use-or-Lose" Rule
Charitable Contributions
Tax Friendly States
Average Returns - Mike Offers A Shared Perspective