Confidence is Built Around What
Matters Most
Embrace the freedom you’ve earned with a personalized plan that safeguards your income, health, and legacy, allowing you to focus on what truly matters, family, purpose, and peace of mind.
Experience the freedom
you’ve earned with a
personalized plan that can help manage risks to your income giving you confidence.
Confidence is Built
Around What Matters Most
Experience the freedom you’ve earned with a
personalized plan that can help manage
risks to your income giving you confidence.
The Biggest
Challenges of Retirement
The Biggest
Challenges of Retirement
You’ve worked hard to build your savings, and you’ve done your part. But even the most prepared retirees can find that navigating retirement today feels more uncertain than ever.
Between unpredictable markets, complex tax rules, and rising healthcare costs, it’s easy to feel unsure about what comes next. Many retirees end up with high-fee, one-size-fits-all “solutions” from advisors focused more on products than people, leaving them with confusion instead of clarity.
At Vantage Financial Group, your plan is built around you, your goals, your lifestyle, and your priorities. Transparent, personalized, and thoughtfully designed, it’s a strategy that gives you confidence in your future and comfort in the decisions you make.
The Biggest
Challenges of Retirement
You’ve worked hard to build your savings, and you’ve done your part. But even the most prepared retirees can find that navigating retirement today feels more uncertain than ever.
Between unpredictable markets, complex tax rules, and rising healthcare costs, it’s easy to feel unsure about what comes next. Many retirees end up with high-fee, one-size-fits-all “solutions” from advisors focused more on products than people, leaving them with confusion instead of clarity.
At Vantage Financial Group, your plan is built around you, your goals, your lifestyle, and your priorities. Transparent, personalized, and thoughtfully designed, it’s a strategy that gives you confidence in your future and comfort in the decisions you make.
About Us
About Us
Meet Mike Snasel, Founder of Vantage Financial Group. For over two decades, Mike has guided individuals and families toward secure, confident retirements. What began as a personal mission, to help his own parents avoid the financial challenges that often come later in life, evolved into a lifelong calling: helping clients “sleep well at night.”
At Vantage Financial Group, Mike leads the practice alongside his wife, Ruth, bringing a genuine, personal touch to every plan they design. We believe retirement planning should be personal, transparent, and built around what matters most to you.
Meet Mike Snasel, Founder of Vantage Financial Group. For over two decades, Mike has guided individuals and families towards retirement goals. What began as a personal effort to help his parents overcome financial challenges became a lifelong commitment to helping others sleep well at night, free from financial uncertainty about the future.
At Vantage Financial Group, Mike leads the practice alongside his wife, Ruth, bringing a genuine, personal touch to every plan they design. Together, they believe retirement planning should be personal, transparent, and built around what matters most to you.
About Us
About Us
Meet Mike Snasel, Founder of Vantage Financial Group. For over two decades, Mike has guided individuals and families toward retirement goals. What began as a personal effort to help his parents overcome financial challenges became a lifelong commitment to helping others sleep well at night, free from financial uncertainty about the future.
At Vantage Financial Group, Mike leads the practice alongside his wife, Ruth, bringing a genuine, personal touch to every plan they design. Together, they believe retirement planning should be personal, transparent, and built around what matters most to you.
Meet Mike Snasel, Founder of Vantage Financial Group. For over two decades, Mike has guided individuals and families toward secure, confident retirements. What began as a personal mission, to help his own parents avoid the financial challenges that often come later in life, evolved into a lifelong calling: helping clients “sleep well at night.”
At Vantage Financial Group, Mike leads the practice alongside his wife, Ruth, bringing a genuine, personal touch to every plan they design. We believe retirement planning should be personal, transparent, and built around what matters most to you.
Our Services
Whether it’s designing lifelong income strategies, help reducing taxes, or planning for long-term care, we bring clarity and confidence to every stage of retirement.
We empower you to feel confident about tomorrow by crafting retirement strategies that secure your lifestyle and keep your goals within reach, for life’s next chapter and beyond.
Tax-Smart Strategies
Structure withdrawals, RMDs, Social Security, and legacy assets in a way that can help reduce tax impact and lessen overall risks to your income.
Tax-Smart Strategies
Structure withdrawals, RMDs, Social Security, and legacy assets in a way that reduces tax impact and protects your income.
Lifetime Income
Strategies
Income strategies that supplement Social Security and can help manage risks your lifestyle through all market conditions.
Long Term Care Planning
We provide you ongoing guidance, reviews, and adjustments to help your retirement stay secure through every life change.
Legacy Planning
Comprehensive strategies that simplify wealth transfer reduce taxes and address what matters most.
Our Services
Whether it’s designing lifelong income strategies, reducing taxes, or planning for long-term care, we bring clarity and confidence to every stage of retirement.
Whether it’s designing lifelong income strategies, helping reducing taxes, or planning for long-term care, we bring clarity and confidence to every stage of retirement.
Tax-Smart Strategies
Structure withdrawals, RMDs, Social Security, and legacy assets in a way that reduces tax impact and protects your income.
Tax-Smart Strategies
Structure withdrawals, RMDs, Social Security, and legacy assets in a way that can help reduces tax impact and lessen overall risks to your income.
Lifetime Income
Strategies
Income strategies that supplement Social Security and can help manage risks your lifestyle through all market conditions.
Long Term Care Planning
We provide you ongoing guidance, reviews, and adjustments to help your retirement stay secure through every life change.
Legacy Planning
Comprehensive strategies that simplify wealth transfer help reduce taxes and address what matters most.
Why Choose our Approach?
We empower you to feel confident about tomorrow by crafting retirement strategies that secure your lifestyle and keep your goals within reach, for life’s next chapter and beyond.
We empower you to feel confident about tomorrow by crafting retirement strategies that support your lifestyle and keep your goals within reach, for life’s next chapter and beyond.
Customized Planning
Every retirement strategy is built around your lifestyle, tax exposure, healthcare needs, and long-term goals to ensure nothing slips through the cracks.
Tax-Smart Strategies
We help you structure withdrawals, RMDs, Social Security, and legacy assets in a way that can help reduces tax impact and lessen risk to your income.
Lifetime Partnership
We provide you a ongoing guidance, reviews, and adjustments to help your retirement stay secure through every life change.
Why Choose our Approach?
We empower you to feel confident about tomorrow by crafting retirement strategies that support your lifestyle and keep your goals within reach, for life’s next chapter and beyond.
Whether it’s designing lifelong income strategies, reducing taxes, or planning for long-term care, we bring clarity and confidence to every stage of retirement, turning uncertainty into peace of mind.
Customized Planning
Every retirement strategy is built around your lifestyle, tax exposure, healthcare needs, and long-term goals to ensure nothing slips through the cracks.
Tax-Smart Strategies
We help you structure withdrawals, RMDs, Social Security, and legacy assets in a way that can help reduce tax impact and lessen risk to your income.
Lifetime Partnership
We provide you ongoing guidance, reviews, and adjustments to help your retirement stay secure through every life change.
What Our Clients Say
What Our
Clients Say
Hear from real clients who’ve built financial independence. Their experiences reflect the power of intentional planning and focused guidance.
'Mike will give you accurate guidance. He will give you the realistic scenario and won’t paint things rosier than they are. “Mike is an expert in financial planning. He is extremely knowledgeable in his trade and wants only the very best for his clients. He has been very helpful in both my personal financial planning as well as my business financial planning. I highly recommend Mike Snasel.”'
“The first thing that comes to mind about Mike? He's a good person. He's someone you can always look up to. He's a family man with a wonderful heart. It's that kind of person that I want representing our company. You can't put a price on truth, trust, and the will to do the right things in life. That's Mike Snasel.”
Disclosure: Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials. Because the testimonials are provided by existing clients, there is a conflict of interest because we provide services to the clients.
What Our Clients Say
What Our
Clients Say
Hear from real clients who’ve built financial independence. Their experiences reflect the power of intentional planning and trusted guidance.
'Mike will give you accurate guidance. He will give you the realistic scenario and won’t paint things rosier than they are. “Mike is an expert in financial planning. He is extremely knowledgeable in his trade and wants only the very best for his clients. He has been very helpful in both my personal financial planning as well as my business financial planning. I highly recommend Mike Snasel.”'
“The first thing that comes to mind about Mike? He's a good person. He's someone you can always look up to. He's a family man with a wonderful heart. It's that kind of person that I want representing our company. You can't put a price on truth, trust, and the will to do the right things in life. That's Mike Snasel.”
Disclosure: Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials. Because the testimonials are provided by existing clients, there is a conflict of interest because we provide services to the clients.
Resources
Explore the tools and insights we use to help you make informed financial decisions, from interactive planning tools to educational webinars.
Asset Map
We use a dynamic mapping tool to give you a comprehensive view of your finances, helping you identify optimization areas, track goals, and make confident decisions. A complimentary way to see your full financial picture in one place, accounts, policies and income sources, so you can make informed decisions.
You will learn:
☑ How upcoming 2025 IRS changes could affect your retirement income
☑ Ways to avoid unnecessary taxes and penalties
☑ Strategies to keep more of what you’ve earned
☑ How to manage RMDs without disrupting your income plan
FREE Live Webinar – RMDs and Taxes Retirement Planning
Resources
Explore the tools and insights we use to help you make informed financial decisions, from interactive planning tools to educational webinars.
Asset Map
We use a dynamic mapping tool to give you a comprehensive view of your finances, helping you identify optimization areas, track goals, and make confident decisions. A complimentary way to see your full financial picture in one place, accounts, policies and income sources, so you can make informed decisions.
You will learn:
☑ How upcoming 2025 IRS changes could affect your retirement income
☑ Strategies to help manage unnecessary taxes and penalties
☑ Strategies to keep more of what you’ve earned
☑ How to manage RMDs without disrupting your income plan
You will learn:
☑ How upcoming 2025 IRS changes could affect your retirement income
☑ Ways to avoid unnecessary taxes and penalties
☑ Strategies to keep more of what you’ve earned
☑ How to manage RMDs without disrupting your income plan
Resources
Explore the tools and insights we use to help you make informed financial decisions, from interactive planning tools to educational webinars.
Asset Map
We use a dynamic mapping tool to give you a comprehensive view of your finances, helping you identify optimization areas, track goals, and make confident decisions. A complimentary way to see your full financial picture in one place, accounts, policies and income sources, so you can make informed decisions.
We use a dynamic mapping tool to give you a comprehensive view of your finances, helping you identify optimization areas, track goals, and make confident decisions. A complimentary way to see your full financial picture in one place, accounts, policies and income sources, so you can make informed decisions.
FREE Webinar – RMDs and Taxes Retirement Planning
FREE Webinar – RMDs and Taxes Retirement Planning
You will learn:
☑ How upcoming 2025 IRS changes could affect your retirement income
☑ Ways to avoid unnecessary taxes and penalties
☑ Strategies to keep more of what you’ve earned
☑ How to manage RMDs without disrupting your income plan
You will learn:
☑ How upcoming 2025 IRS changes could affect your retirement income
☑ Ways to avoid unnecessary taxes and penalties
☑ Strategies to keep more of what you’ve earned
☑ How to manage RMDs without disrupting your income plan
Frequently Asked Questions
Frequently Asked Questions
Here are answers to some common questions we receive. If you need any further clarification, don’t hesitate to reach out. We’re here to guide you.
Question 1: How do I get started?
It begins with a no obligation conversation where we learn about your goals, answer your questions and help you determine if our approach is the right fit.
Question 2: : I’m already retired, am I starting too late?
Not at all. It's a common time to seek guidance. Many retirees find they need a clearer withdrawal strategy, tax planning, or ways to manage market volatility. We can review your existing assets and help you explore strategies that seek to create a durable income stream, manage your tax liabilities, and lessen overall risk to your spouse or family.
Question 3: I’m not sure if I’m getting the right guidance, how do I evaluate my options?
It’s normal to feel unsure about your finances. We believe a good financial professional listens, understands your goals, and builds a plan that truly fits you. If you’d like a fresh perspective, we can review your current plan, show what’s working, and suggest improvements without any pressure or commitment.
Have a Request or Question?
Just Reach Out.
Disclosure: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Vantage Financial Group LLC. Vantage Financial Group LLC is a separate and unaffiliated entity from Simplicity Wealth.
Connect with Us
Connect with Us
Call
(844) 582-2731
844-LTCare1
Address
Office 1818 Winter Grape Ln
Kingwood TX 77345
Disclosure: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Vantage Financial Group LLC. Vantage Financial Group LLC is a separate and unaffiliated entity from Simplicity Wealth.
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