Vantage West Financial Advisors

Federally insured by NCUA

A dream is not a plan. Start today.

Your dreams of a comfortable (and possibly early) retirement, starting a small business, or even a European vacation can be within reach with the right kind of planning. That’s where Vantage West Financial Advisors comes in. Vantage West Financial Advisors are skilled at helping you plan for the future while keeping your best interests first and foremost. Whether your needs involve retirement planning and management, financial planning, or wealth management, Vantage West Financial Advisors are registered representatives of LPL Financial and are here to help.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

About Our Vantage West Financial Advisors

The Vantage West Financial Advisors can help you choose the appropriate retirement, investment, and insurance planning options even as your needs change throughout the years Rest assured we will provide you with outstanding service.

Working together, we’ll create a road map for achieving your financial goals in four steps.

  1. Gather information
    We’ll listen carefully to your goals & concerns.
  2. Analyze & Recommend
    We’ll study your case, research and evaluate alternatives, and share recommendations with you.
  3. Implement
    We’ll provide you with information on products and services to help you reach your goals.
  4. Monitor & Review
    It’s important to be prepared.  We’ll be an active, committed partner in making sure your plan continues to help you reach your financial goals over time.

Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Vantage West Credit Union and Vantage West Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage West Financial Advisors, and may also be employees of Vantage West Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Vantage West Credit Union or Vantage West Financial Advisors. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value