Vantage Capital Wealth Management and Insurance Services
Adam Besana
Co-Founder and Financial Advisor
Investments: invest in your best life.
With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.
Retirement Solutions: income you can rely on.
With fewer companies offering pensions and the future of Social Security uncertain, it's more important than ever to have a comprehensive plan. We have a range of options to help you enjoy every day of your retirement years.
Risk Management
Our 3 biggest Risks to our financial plan are not being able to work, passing away too soon, or experiencing a Long-Term Care event in retirement. Proper risk management planning should include a combination of solutions to ensure clients are well- insulated.
These solutions include:
- Life Insurance
- Disability Insurance
- Long Term Care Insurance