Services

How We Work

Our firm specializes in helping families develop sound financial strategies. We take a comprehensive approach to helping you develop a long term financial plan. We believe that by educating our clients about financial concepts and products, we can help take the mystery out of their financial life.

Wealth Management

Portfolio reviews

Retirement Account reviews

Asset allocation strategies

Withdrawal and distribution strategies

Mutual Funds and ETFs

Annuities

Traditional and Roth IRAs

SEP and Simple IRAs

College Savings and 529 Accounts

Financial Planning

Income Planning

Retirement Plans

Social Security Analysis

Business Planning

Succession Planning

401(k) and 403(b)

Risk Management

Policy Reviews

Life Insurance

Disability Income Insurance

Business Life Insurance

Long-Term-Care Insurance

Employer Benefit Plans ¹

Medicare Supplements 1

Home and Auto Insurance ¹

Commercial Property and Casualty Insurance ¹

1 These services are not offered by Vantage Financial Group, Antonio Cibella or Cetera Advisor Networks. We offer consultation on these services in conjunction with other members of your advisory team such as attorneys, accountants, and insurance professionals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

acibella@vanfin.com | (216) 570-8409