Call Us: 417-893-7233
Proudly Serving Springfield &
Southwest Missouri For Over 22 Years
As an independent, family-owned retirement income planning firm of over 22 years, Advantage Retirement knows the value of protecting and growing your retirement assets. We take the time to get to know each one of our clients on a personal level so we can provide them with the best services and a strategy specific to their retirement income goals and needs.
We seek to build a long-term relationship focused on creating custom strategies that impact your plan for retirement, asset protection, IRA, tax minimization planning, and legacy. As an independent firm, we believe in the value of education and always recommending the right strategies and products for your needs. The Advantage Promise is to always provide:
The journey to retirement can be hard to navigate, so we work with our clients to create a retirement “map” that guides you through our process.
Our team understands the ever-changing market and works daily to help ensure our clients have the most personalized retirement income plan available.
We pride ourselves on getting to know our clients and creating a custom-tailored strategy that meets their retirement and income needs.
Planning for your retirement future may seem like a daunting task. Working with a financial professional can help ease your concerns and simplify the retirement planning process while ensuring that you don’t miss out on any important pieces. Our process is thorough, but simple, and we take the time to walk you through each step and meet regularly to review progress toward your goals.
We want to create a personal connection with each of our clients so we can learn more about your retirement goals.
We help you create a custom, personalized plan based on your individual income needs.
We meet with you to review your plan, address any questions, and make any adjustments based on your feedback.
We will meet regularly to assess and make any changes to the current plan in place.
We work together to add valuable knowledge while ensuring custom strategies as your income needs evolve. As a family-owned firm, we always treat our clients like family and believe in providing the highest level of service possible. We strive to build long-lasting relationships with all of our clients.
Advantage Retirement offers informational workshops in the surrounding Springfield, Missouri, area and discusses relevant and popular topics like Social Security, tax minimization strategies, and much more! Just getting started on your retirement journey? Or need to brush up on the latest strategies and insights? Sign up for a complimentary event near you!
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.