Why Advantage Retirement?
As an independent, holistic, family-owned retirement income planning and wealth management firm of over 22 years, Advantage Retirement is unique.
How we are different from the rest
We seek to build a long-term relationship focused on helping you create custom strategies that impact your retirement income planning, asset protection, estate/legacy planning, IRA rollovers, tax minimization planning, and probate.
Independent Firm
We are not tied to any specific investment or product. As a family-owned firm, we take pride in offering a variety of financial options, strategies, and services tailored to each client’s unique needs.
Local Service
We’re a local Springfield business that values our community. Our goal is to build genuine, long-term relationships with every client we serve.
Holistic Team
Through our partnership with CreativeOne Wealth*, we have a team of analysts and strategists who stay informed about the latest regulations, market changes, and investment strategies. This ensures we can offer beneficial options to help you pursue your financial goals.
Comprehensive Services
From start to finish, we help you make sense of your financial future. Our goal is to design a comprehensive plan that addresses your needs and helps you stay on track.
Easy to Contact
We welcome calls, walk-ins, and quick visits during office hours. No appointments or excuses needed—your questions deserve prompt answers.
The Benefits of Working with A CSA™
The Certified Senior Advisors (CSA) designation is the leading certification for professionals serving older adults specializing in retirement income planning. The CSA certification validates and gives confidence to both CSA professionals and the clients they serve.*
Unique Benefits & Services Tailored to Your Needs
The National Association of Professional Agents (NAPA™), provides financial planners and insurance agents access to benefits and services tailored to the unique needs of insurance and financial professions, including, Errors & Omissions programs, cyber and data breach insurance, health insurance, life insurance, and member discounts.*
Our Awards & Features
Since 2001, Advantage Retirement has been recognized and awarded for its achievements in helping clients navigate through their journey of retirement income planning and so much more!
