Beyond investment planning, Vantage Investment Services Group * provides comprehensive wealth management as part of our desire to provide “Superior Service.” For clients who want to work toward growing and protecting their assets, our wealth management process includes:
- Estimating your financial needs
- Cash flow analysis
- Minimizing tax impact
- Pursuing portfolio diversification
During our relationship together, you won’t be alone. We will provide you with ongoing, personal and confidential advice and services, guiding and tracking your progress every step of the way. You can expect our team to consult with you periodically, scheduling meetings to discuss and implement specific strategies to ensure you stay on track to work toward achieving your goal. We’ll also make sure proper legacies are in place.
To put it simply, here’s what you can expect as a client:
- Objective advice based on the information and goals you provide
- Strict confidentiality. Since our business is based on referrals, it’s imperative that we maintain your trust in all instances.
- Courteous service and attentiveness to your needs from every member of our team
- Prompt return of phone calls (same day or within 24 hours)
- Periodic reviews as agreed upon
- Timely communications on market and economic updates
Whether you’re focused on a comfortable retirement, estate planning, or tax considerations, Vantage Investment Services Group is the right partner for you!
Schedule a Complimentary Analysis
800.522.6009/request to speak to a Vantage Investment Services Group representative
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* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Vantage Credit Union and Vantage Investment Services Group are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage Investment Services Group, and may also be employees of Vantage Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Vantage Credit Union or Vantage Investment Services Group. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, IL, MO, MT, NV, OH, OK, SC, TN, TX, WV.