(833) 833-1657
Schedule a no-pressure 20-minute consultation today.
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What should I do with my current 401(k) or IRA?
How do I lower taxes in retirement?
Will my money last?
Am I on track for retirement?
When should I take Social Security?
Should I change how I’m investing?
How can I make my money last through Retirement?
Looking for answers? We can outline next steps!
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​Determine your top 1–2 financial questions, such as those listed above. ​​​​
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Discuss your goals (retirement, investments, taxes)
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Show how planning could help
Mission and Value
At Advantage Financial Planning, we specialize in helping near-retirees and retirees create a secure and sustainable financial future. Our mission and value is to provide retirement planning and retirement income strategies that help you enjoy the next 20–30 years with confidence—not uncertainty.
Our value comes from connecting every part of your financial life into one coordinated strategy:
• When to take Social Security
• How to structure withdrawals
• How to invest for long-term income
• How to reduce taxes over your lifetime
• How to navigate RMDs, healthcare costs, and longevity risk
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Retirement evolves, and so does our guidance. We provide ongoing structure, education, and support so you always know where your income is coming from, how long it can last, and what adjustments will strengthen your plan. Our purpose is simple: to give you the confidence that comes from having a secure retirement and a durable retirement income strategy.
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!