Call Us: 417-893-7233
Frequently Asked Questions
With over 22 years of experience, we have helped hundreds of clients on their journey to retirement and understand that during this process you may have questions.
Advantage Retirement's Most Frequently Asked Questions
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What does it mean if you are CSA certified?
The Certified Senior Advisor (CSA)® is the leading certification for professionals serving older adults, and is a designation awarded to qualified individuals. Earning the CSA certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. CSAs are multidisciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging. Advantage Retirement Services is one of a few thousand professionals across the U.S. are currently certified and meet all criteria for holding the CSA designation.
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I started a position at a new company, where can I find information on 401(k) rollover?
Congratulations on your new position! Our guide offers valuable information on the rollover process. It provides valuable information to show you how to roll over your retirement savings accounts and avoid unnecessary taxes, penalties, and fees. Whether you have a 401(k), pension, 403(b) or IRA. Once you determine if a rollover is in your future, we can create a plan you need to reach your retirement goals.
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Does Advantage Retirement work with clients outside of Springfield, Missouri?
We work with clients locally in Springfield, Missouri, and the surrounding Missouri and Arkansas areas including Branson, Missouri, The Ozarks, Rogers, Arkansas, Bentonville, Arkansas, Fayetteville, Arkansas, and more. If you have any questions regarding our area of coverage, please contact us about scheduling a complementary consultation.
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How do I learn more about Advantage Retirement?
We seek to build a long-term relationship focused on creating custom strategies that impact your retirement income planning, asset protection, estate/legacy planning, IRA rollovers, tax minimization planning, wealth management, and probate. If you’d like to learn more about our services, please contact us about scheduling a complimentary consultation.
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I love working with Advantage Retirement! Do you have a referral program?
Yes, we do! We would be happy to set up a complimentary consultation to introduce ourselves to your family or friends and walk them through our comprehensive process and available services. Please complete our Referral Connection form and one of our professionals will be in contact.
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Can I schedule and conduct the complimentary consultation over the phone?
You can call our office at 417.893.7233 to schedule an appointment over the phone. We seek to build a long-term relationship with each of our clients and prefer to conduct in-office consultation. However, we understand that you may not be able to come into our office so we can arrange for an over-the-phone consultation.
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Can I attend a seminar if I am not a client with Advantage Retirement?
Our seminars are open to the public and can be attended by anyone in our community. You are also welcome to bring an additional guest to these events. Check out our events page for a complete list of our upcoming events and how to RSVP. Please note that events take place throughout southern Missouri and northern parts of Arkansas. Event locations may not always be held in the same location or discuss the same topic.
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What is the cost to attend a seminar hosted by Advantage Retirement?
There is no cost to attend one of our events. Our seminars are open to the public and can be attended by anyone in our community. You are also welcomed to bring an additional guest to these events. Check out our events page for a complete list of our upcoming events and how to RSVP.
¹https://www.csa.us/about-society-of-certified-senior-advisors/
²https://www.napa-benefits.org/about?tab=association_history
*The Million Dollar Round Table (MDRT) is a professional insurance organization for insurance agents based on sales production.
Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Advantage Retirement Services and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.