Financial Planning

Financial planning is more than just saving for retirement. It’s a way to meet different types of personal financial goals by using your money wisely. And Vantage Investment Services Group * can offer skilled advice to help you set and work toward meeting your objectives whether you’re an experienced investor or just starting out.

Do you want to build a fund for a long and comfortable retirement? Save for college for your children or grandchildren? Are you thinking about providing care for your parents? Or, just keeping your finances healthy and on track?

We can take an objective look at your overall financial situation and work with you to develop a plan, following a clear five-step investment process that includes:

  1. A consultation to learn about your financial needs and goals.
  2. Development of a risk-based asset allocation strategy to work toward maximizing your returns while minimizing volatility.
  3. Selection of appropriate investments and preparation of a proposal for your review and approval.
  4. Implementation of your approved strategy and assembly of your portfolio.
  5. Investment monitoring and ongoing reporting to you by monthly statements and quarterly reports.

Our goal at Vantage Investment Services Group is to simplify our clients’ financial life and help build financial confidence so they can live life as they choose. The journey can be smoother and simpler with an experienced professional in the passenger seat!

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314.264.5350/direct call
800.522.6009/request to speak to a Vantage Investment Services Group representative

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* Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Vantage Credit Union and Vantage Investment Services Group are not registered broker/dealers nor affiliated with LPL Financial.

Not NCUA Insured No Credit Union Guarantee May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of Missouri and Illinois.