Compare Advantage Plans

Sometimes people find it difficult to determine which financial planning services would be right for them. Compare your options using the chart below, and contact us if you have any questions.


VANTAGE SERVICES		 COACHING
ADVANTAGE		 PLANNING ADVANTAGE EXECUTIVE
ADVANTAGE
PA II ** PA I
Financial Goals training   provided provided
Net Worth & Cash Flow training provided provided provided
Income Tax Planning training basic basic advanced
Education Funding training   provided provided
Retirement Planning training basic basic advanced
Investment Risk Tolerance Profile training provided provided provided
Current Portfolio Analysis training provided provided provided
Proposed Portfolio Recommendations * provided provided provided provided
Insurance Needs Analysis training   provided provided
Estate Planning training   basic advanced
Restricted Corporate Stock Strategies       provided
Corporate Stock Option Strategies       provided
Deferred Compensation Planning       provided
Stock Concentration Planning       provided

VANTAGE SERVICES		 COACHING
ADVANTAGE		 PLANNING ADVANTAGE EXECUTIVE
ADVANTAGE
PA II ** PA I
Initial Fee - first year $1,350 $1,000 $3,000 $5,000
First Year Meetings 3 sessions 1 meeting 2 meeting 3 meetings
Annual Retainer - subsequent years $350 $500 $1,000 $2,000
Annual Review Meetings - subsequent years 1 session Every Other Year 1 meeting Up to 2 meetings

* Proposed Portfolio Recommendations are included in all plans. Clients who wish to retain a Vantage Investment Manager to manage a portfolio will be charged based on our Investment Fee Schedule.

** The Planning Advantage II plan is available only to clients who have at least $250,000 of assets under management at Vantage.


Nine North Vail Avenue
Arlington Hts., IL 60005
© VANTAGE FINANCIAL PARTNERS LIMITED
(847) 590-9191
Fax (847) 590-9009