“What’s important to you?”
At Vantage Wealth Management, LLC, we are committed to fostering long-term client relationships. Through our one-on-one process, we develop a deep understanding of each client. The more we understand what’s important to you, the more effective we are at helping you work towards goals that are unique to you.
We’re here to help you achieve your financial goals.
Vantage Wealth Management, LLC provides a comprehensive approach to your financial security. We proudly offer:
Full-service, completely customized financial plans
Independent, objective opinions about which products and services will address your needs
Our advisor team of CERTIFIED FINANCIAL PLANNER™ professionals, each with at least 10 years of experience and a combined 85 years of experience
Planning for your future starts today.
Most major life events affect your finances. But the truth is, it’s always a good time to start thinking about—and taking steps toward—your financial success.
Personal Events
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Change in marital status
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Birth of child/grandchild
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Inheritance or large windfall of money
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Purchase/sale of property
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Health changes
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Large expenditure(s) are on the horizon
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Getting serious about preparing for the future
Business Events
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Entering the workforce
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Change of job/career
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Purchase/sale of business
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Retirement
Questions to Ask
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Do I have enough?
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How will I generate income in retirement?
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Are my taxes too high?
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How can I make sure that I don’t become a burden to my kids?
Interested in speaking with one of our team members? We'd love to talk.