Whether you already have a financial plan or need to get started, Grant Stewart of Advantage Financial Group can help you take an objective look at your finances and provide the planning and resources you need to meet your future financial goals.
Financial Management and Analysis
You can get a no-cost second opinion on your current financial plan or Advantage Financial Group can help you develop new investment and insurance strategies to ensure you the protection, income, and retirement resources you need. Advantage Financial Group can also help you manage your program as your needs change.
Advantage Financial Group can review your current investment plan and make recommendations, help you develop a more comprehensive plan, as well as monitor and maintain your plan to make sure your plan stays on track.
What you save today will determine how comfortable you will be when you retire. Advantage Financial Group will continually review your retirement plan to insure it follows your needs and can help you with tax-deductible and tax-deferred options, investment products, as well as post-retirement income, legacy and distribution planning.
Protect your family with Life, Accident and Disability, and Long-TermCare (LTC) insurance you can depend on.
Advantage Financial Group is here for you today to advise you on your plans and will be with you tomorrow to help you maintain your plans.
To schedule an appointment to review your current financial plan or to get more information about developing the financial strategies you need, contact Grant Stewart of Advantage Financial Group at 765-653-2040 or 1-800-655-0353. Grant Stewart is located at 101 E.Washington Street, Greencastle, Indiana 46135.
Securities are not FDIC Insured | No Bank Guarantee | May Lose Value
Advisory services offered through J. W. Cole Advisors, Inc. (JWCA).North Salem State Bank, JWCA, and Advantage Financial Group are unaffiliated entities.