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


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.

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


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL

Website Design For Financial Services Professionals | Copyright 2021 All rights reserved