HELPING YOU
ACHIEVE YOUR
Retirement GOALS
& RETIRE ON YOUR TERMS
Proudly Serving Springfield &
Southwest Missouri For Over 22 Years
Customized Income & Social Security Strategies for YOUR Retirement Future
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 Specialize In:
Are you prepared for retirement?
Taxes in Retirement
401(k) Rollovers
Social Security
The Advantage Difference
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:
Straightforward, Easy-to-Understand Guidance
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.
Up-to-Date Retirement Planning Strategies
Our team understands the ever-changing market and works daily to help ensure our clients have the most personalized retirement income plan available.
Recommendations Customized for Each Client
We pride ourselves on getting to know our clients and creating a custom-tailored strategy that meets their retirement and income needs.
Advantage Retirement Process
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.
1
Assess Needs & Goals
We want to create a personal connection with each of our clients so we can learn more about your retirement goals.
2
Strategize & Plan
We help you create a custom, personalized plan based on your individual income needs.
3
Review & Finalize
We meet with you to review your plan, address any questions, and make any adjustments based on your feedback.
4
Implement & Monitor
We will meet regularly to assess and make any changes to the current plan in place.
Meet the Advantage Team
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.
Providing a Learning Opportunity in Your Area
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!