Forms and Disclosures
For your convenience, we have provided forms that are normally required in the development of your financial plan. For security reasons, please do not send any personal and confidential information to us via email. Please use your Client Portal, a secured exchange system for all data sent electronically to Vantage.
Financial Planning Forms
- Client Data Sheet - Used to collect your personal and contact information
- Life Priorities & Cash Flow - List your goals, expenses, and typical cash flow items
- Data to be Collected - A checklist of data needed to begin your plan
- Investor Profile Questionnaire - Take this questionnaire to help determine your risk tolerance level
Vantage Financial is a fee-only advisory firm whose mission is to provide personalized financial advice that minimizes your financial concerns, maximizes your security, and gives you more time to spend on important things. To learn more about us and how we provide these services, please review our disclosure documents.
- Firm Brochure (ADV Parts 2A & 2B)
- Client Relationship Summary (Form ADV Part 3)
- Wrap Fee Program Brochure
- Covid-19 Waiver Form
- Legal, Privacy, Copyright, and Trademark Information
Our Vice President, Kimberly Taylor, will be glad to discuss any questions or concerns you may have. Feel free to contact her by sending an email to firstname.lastname@example.org.