Why Advantage Retirement?

As an independent, family-owned retirement income planning and wealth management firm of over 22 years, Advantage Retirement knows the value of protecting and growing your retirement assets.

Our passion is bringing you closer to your retirement income goals.

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. 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 help them create a retirement “map” to guide 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.

Customized Recommendations for Each Client

We pride ourselves on getting to know our clients and helping them create a custom-tailored strategy that meets their needs.

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.*

The Benefits of Working with an Independent Firm

Being an independent firm lets us create strategies using the best products available instead of being tied to one single company. This allows us to create a truly, unique plan catered to each individual client’s specific retirement income needs and goals.

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!

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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.