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You have either received a Financial Planning Agreement from your Relationship Manager or can access a blank agreement at the bottom of the page. Please complete all information on this agreement, sign and date and return to Vantage.

To complete the enrollment process, click on the appropriate plan type below. (Check your Financial Planning Agreement for plan type) You will be taken to a secure website and asked for your credit card information to enroll.

Please Note: The first monthly payment will be charged to your credit card upon enrollment.

Executive Advantage

Planning Advantage

Coaching Advantage

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL

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