(833) 833-1657
Mission
At Advantage Financial Planning, our mission is to help individuals and families align their money with their life goals. We believe wealth is not an end in itself, but a tool to achieve what matters most—whether that’s financial independence, a secure retirement, funding education, protecting your family, or leaving a legacy. By taking a comprehensive, goal-based approach, we integrate cash flow management, retirement income strategies, investments, tax planning, insurance solutions, and estate considerations into one clear plan. Our commitment is to provide guidance that adapts as life changes, giving our clients confidence and clarity on their journey toward lasting financial well-being.
Transparent Flat-Fee Planning
At Advantage Financial Planning, we believe financial advice should be clear and flexible. That’s why we offer three levels of flat-fee planning based on your needs and complexity. Each plan includes a complimentary consultation, structured Zoom meetings, and dedicated hours of planning work outside
of meetings.
Our Services
At Advantage Financial Planning, we provide comprehensive financial services designed to bring every aspect of your financial life into one clear, coordinated plan. From cash flow management and retirement income strategies to tax planning, insurance, investments, and estate considerations, we take a holistic approach that adapts as your life and goals evolve.
20 minute
consultation
Set up a 20 minute consultation to see if we are a good fit for you!