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.
ESTATE TAX PLANNING AND CAPITAL GAINS TAXES
With the increase in capital gains rates from 15% to as high as 23.8% for married high bracket taxpayers, there is an increased awareness of this adverse impact on some older esta
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.
MONTHLY MARKETS MEMO
We have had some interesting swings in the markets for the first part of the year due to some ‘mixed’ news regarding the direction of the global economy. Even with the increased volatility many equity markets were up in the first quarter with international markets leading the way.
DID YOU KNOW?
Re-Inventing Ourselves
RECENT POSTS
Estate Tax Planning and Capital Gains Taxes
Monthly Markets Memo
Just To Remind You
Employer's Stock - How Much Is Too Much?