Asset Management
In today’s increasingly complex marketplace, successful investing requires discipline, know-how, systematic analysis and constant vigilance. You need to have a financial advisor committed to helping you plan for and ultimately achieve your long-term investment goals. Give us a call today for your free consultation and see what we can do for you.
Imagine, quiet afternoons, leisurely vacations, and the time to devote to your family, grandchildren and hobbies. These are the reason’s to start saving for your retirement. With careful planning, you can strive to live the way you want – both today and after retirement. Our Advantage Consulting team can help.
Smart Employers are taking a more comprehensive approach to Financial Education in the workplace. The days of “Our 401k plan sends someone out every year” is a thing of the past. Employers are willing to offer their employees more than an intimidating meeting filled with fancy terminology and intimidating graphs…
Insurance Services
The foundation of anything worth building starts with blocks and mortar. Your financial foundation starts with Insurance to protect what you are building. In a world full of the “What if’s” It is nice to know your Foundation is strong with the proper Insurance in force to protect what is precious to you.
College Planning
“I hope they get a scholarship is not a plan for your children’s education”. Did you know that small amounts over time add up? The next time someone asks to give something to your children as a gift, let them know about the college fund you established and let them give your child a present that will last much longer than a toy or new clothes. Let them play a roll in investing in your children’s college education.
Business Planning
Many business owners find their professional interest and personal wealth are inextricably linked, especially when it comes to succession and liquidity. Who will succeed you in your business? If one child takes the helm, how will you treat the others fairly. How will you protect and, in retirement, profit from a business you’ve worked so hard to build? Let us show you.
Asset Management
Retirement Planning
Company Educational Seminars
Insurance Services
College Planning
Business Planning
Integrity – A Wealth Advisor that Works for You.
Our objective is to provide our clients with confidence through proper life planning and financial guidance. We assist them in identifying their goals and dreams and then use a disciplined approach to accomplish those objectives, all while remaining honest and upfront about our services.
Experience – We put it to work for you.
We work with people from all walks of life. No matter what size your portfolio is Advantage Investment Services will take the time to answer your questions and address your specific needs. We put our years of experience to work for you.
Communication – The Key to a Successful Journey.
Our financial business is a relationship business. Our goal is to know and understand our clients. This allows us to create the appropriate financial map so that we can work together to move toward achieving your individual goals and dreams.
Asset Management
In today’s increasingly complex marketplace, successful investing requires discipline, know-how, systematic analysis and constant vigilance. You need to have a financial advisor committed to helping you plan for and ultimately pursue your long-term investment goals.
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Retirement Planning
For some people retirement will last as long as their working years. In anticipation of future financial needs, many have accumulated a significant portion of their wealth in 401(k) and profit sharing plans, executive compensation programs and other retirement savings.
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Company Seminars
The latest statistics tell us that a majority of Americans, your employees, are deeply concerned about their financial futures. A September 2009 poll by CNN declared that money worries is the world’s greatest cause of stress, and it’s not even close.
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