Broker Check

Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”

At Advantage Wealth Advisors, we can offer you the following services:

(Click below to learn more about each service.)


FINANCIAL PLANNING

  • The first step in our process is creating a sound financial plan. Our experienced team will carefully work with you to determine your goals, analyze your financial assets and assess your unique preferences to construct a personalized long-term plan.

ESTATE AND TAX PLANNING

  • Along with your financial plan, we need to make sure your estate and tax house are in order. We will review your current plan or create one for you. Two of the biggest risks to your financial plan are not having an estate plan and paying too much in taxes. We will create a unique plan that will change with you and your family’s needs.

INVESTMENT MANAGEMENT

  • Our investment management services are uniquely structured to help maximize return and minimize risk. We believe that mitigation on downside losses is paramount in long-term investment performance. Our strategies use allocation formulas that help take the guesswork out of investment decisions. Advantage Wealth Advisors’ investment process is transparent, so you can be confident that the questions you ask will be answered in a straightforward manner. Learn More

SOCIAL SECURITY MAXIMIZATION / RMD CALCULATION STRATEGIES

  • One of the biggest decisions you’ll make regarding Social Security benefits is at what age to begin drawing them. At Advantage Wealth Advisors, we can help you navigate through the various options for filing in a thorough manner to help ensure you receive the maximum amount of benefits available to you. Required minimum distributions are next on the list of unknowns. We make sure you know exactly how much you need to take, and we calculate the tax ramifications of the RMD on your overall income.

IRA / 401(K) ROLLOVERS

  • Many retirees choose to roll over their 401(k) from their company-sponsored list. With so many different options to choose from, Advantage Wealth Advisors helps retirees understand the pros and cons of their choices.

COLLEGE PLANNING

  • The one consistent area that creates havoc on clients’ retirement year after year is college expenses. All parents have the same goal in mind: To get their child into the best college for them at the lowest cost — without compromising their retirement income. We provide unmatched service and support to those seeking assistance. We have created an environment that delivers myriad possibilities to help each and every child to succeed on their life’s plan, from where and how to apply to school, to what it’s going to cost in the long run. For more information on our college planning services, visit: www.thecollegeplanningadvantage.com.