When it comes to inquiring about various insurance plans, there are many professionals you can approach. But not many understand how to seamlessly navigate: a) the thousands of product-carrier combinations, b) a myriad of plan design options, and c) your unique situation. And that’s the Vantage difference.
Our full-service insurance firm helps clients like yourself set and reach financial goals by utilizing industry-specific tools designed to benefit your business. Contractors have their tool box, doctors have their medical instruments, and our insurance specialists have the financial resources. We provide relevant solutions so you can hit your financial goals while protecting what matters most in your life.
Whether you’re a small business owner, a partner in a mid-sized company, or the CEO of a national corporation, having the proper business insurance policies in place can mean the difference between great financial struggle or thriving success! Smart and strategically designed policies like key-person life insurance, buy-sell agreement life insurance, executive bonus plans, and group plans can prepare you and your team for the best possible future while protecting you from some of the greatest threats to your success. Click to browse our business products and services.
These solutions will help protect your organization against the loss of a key leader, director, or pastor, and provide solutions for donors and key supporters. Learn strategies to generate generous contributions and impact your community massively and ensure that the mission and vision of your cause or ministry expands with each new generation of leaders.
Vantage provides the right tools at the right time for whatever season of life you are in. Whether you’re young and haven’t started a family yet, right in the midst of all the chaos of raising kids and balancing your career, or stepping into your golden retirement years, Vantage can help you make the most of what you have and prepare for a brighter and more secure future!
Retirees face unique financial challenges as they switch from building their wealth and retirement, to taking income and planning legacy. The problem begins when you try to use the same principles and strategies you used to build wealth, for turning that wealth into a secure retirement with lasting income. The rules change in retirement. You must now know how to shift to the best strategies for offsetting risk and volatility, avoiding taxation, fighting inflation, and preparing for extended (and inflated) health care costs. That’s where Vantage comes in to guide you to the simple and powerful solutions to give you the true peace of mind you seek.
"Luke found time to educate us very well, and he provided the best service. Very approachable."
"My experience with Luke and his team was at a time when it was most needed. the results they obtained and the help they provided was a blessing I will never forget. We needed insurance and they were able to obtain it. We would highly recommend to anyone to take the time and give this team every opportunity to find the solutions to any insurance situation."
Extremely professional and highly knowledgeable in a wide range of financial products and strategies.
“Luke was patient and helpful as we had a lot of questions about how we should handle our insurance and investments. We are a family with complicated income and a demanding budget, and Luke worked meticulously to find us the best options and eventually the perfect solution that will grow as we grow and keep everyone plenty covered."
We’re a privately-held, full-service insurance brokerage serving the Inland Empire. Our main objective is to help you escape or avoid the tyranny of debt and poor financial habits. We do this with specialized education and products that produce the necessary advantage for you to experience and maintain financial success. We don’t just “sell insurance;” we teach you how to develop a wealth plan with strong offense and defense.
Get in touch with the Vantage team and receive a complimentary plan review of your current plan, or simply discuss how to adopt a more strategic option that better suits and benefits you.