Broker Check


Being ready for retirement doesn't just mean you've saved enough money. It also means feeling confident because you have the guaranteed income you need.

Saving for Retirement

Around the country, attitudes about retirement are shifting.

Approaching Retirement

Deferred income annuities3 can aid you in preparing for retirement. They create a future stream of income while helping protect1 savings from market fluctuations.

Living in Retirement

Immediate income annuities can offer confidence with a source of guaranteed income* that will last as long as you want, or as long as you live.

Let Us Help You With Your Retirement Planning. Contact Us Now!

Thank you!

There is no one way to build your retirement savings- everyone is different, has different bills and other expenses that they will have to pay each month, and therefore, the way you build your savings will be different.

Call 216-284-5219 for a no cost consultation

Where will your retirement money come from?

If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Before investing, consider the investment objectives, risks, charges, and expenses of the annuity and its investment options. Contact Vantage Financial Group for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

*Guarantees apply to certain insurance and annuity products and are subject to product terms, exclusions and limitations and the insurer's claims paying ability and financial strength.

1. If you are buying a variable annuity to fund a qualified retirement plan or IRA, you should do so for the variable annuity's features and benefits other than tax deferral. In such cases, tax deferral is not an additional benefit.

2. Investing in a variable annuity involves risk of loss - investment returns and contract value are not guaranteed and will fluctuate.

3. Deferred Income Annuity contracts are irrevocable, have no cash surrender value and no withdrawals are permitted prior to the income start date.