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Advisory Services and Financial Planning

A financial plan will help you identify and create a path that will guide you to pursue your long-term financial goals. Your Vantage Financial Advisor will become a true partner while crafting a personalized and detailed financial plan that includes well defined objectives and strategy design. Your Advisor will monitor and manage your plan, consulting with you to suggest alterations as needed along the way, keeping you on a successful financial path.

Our experienced, professional management team, specialized support personnel, office facilities and extensive range of vendor relationships enable our advisors to offer the highest level of attention and service.

Our financial planning services include:

  • Wealth Management
  • Insurance & Estate Planning
  • Qualified Retirement Plans
  • Business & Executive Planning
  • Social Security Planning
  • Legacy Gift Strategies
  • Trust and Estate Planning
  • Litigation Support
  • Class Action Administration

Securities and advisory services are offered by Registered Representatives through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at  

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