Change Your Perspective


 

 

 

Vantage Financial Solutions is a trusted financial resource for a growing number of clients throughout the Washington DC metropolitan area. We have earned the reputation as a well-respected, boutique-style financial institution that consistently exceeds the expectations of our customers.

Vantage Financial Solutions's ability to offer sophisticated and customized financial solutions for its clients is the hallmark of the company's success. Retaining and recruiting the highest quality professionals remains paramount as our people will continue to distinguish us from our competitors.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

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