Why choose this provider?
Vantage Wealth Planning is a firm serving Sparks. It provides a range of personalized services that handle various areas of financial life. It offers individual planning services that are customized to their clients’ financial goals, including wealth accumulation and management. In addition, it offers retirement plan management for businesses, including qualified retirement plans, fiduciary protection, and institutional class investing. Its process includes asset allocation, Investment Policy Statement implementation, rate of return targets, rebalancing, risk tolerance, and security selection.