Financial Review

When you set up a Financial Review at Vantage West, we will go over your short-term and long-term savings goals, how much you are currently saving and any debts that may be preventing you from saving as much as you wish you could. Our knowledgeable Financial Representatives will give advice and provide potential solutions to help you achieve these goals.

Why set up a Financial Review?

• Just like checking your credit report on an annual basis, a yearly financial review will help make sure you are on target to achieve your goals like reducing debt, saving for retirement or a down payment to buy a home.
• Products in the financial industry frequently change, meaning there may be a better fitting product that recently came to market to help you achieve your goals.
• Maybe you are expecting your first child or switched jobs and your income has changed. Whether your financial situation has changed or your financial goals have changed, we are here to help you adjust your financial plan.
• It’s free and there’s no obligation to open any new accounts with Vantage West.

Visit our Financial Wellness page to set an appointment with a financial coach, or learn more.