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Business Profile

Financial Planning Consultants

Advantage Retirement Services
BBB Accredited BusinessA+Rated by BBB
Visit Website(417) 893-7233Email BusinessWrite a Review

About

Overview

Advantage Retirement Services

4650 S National Ave Ste D4

Springfield, MO 65810-2896

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 2:00 PM

BBB Accreditation & Rating

Advantage Retirement Services is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

BBB Rating

A+

Reasons for rating

  • Customer Reviews are not used in the calculation of the BBB Letter Grade Rating.
More InformationHow are BBB ratings calculated?

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About This Business

Advantage Retirement Services provides retirement planning and wealth management solutions, including Social Security and income planning, tax-minimization strategies, IRA rollovers, estate planning, and insurance strategy development. The company assists clients by conducting personalized assessments, crafting customized retirement income strategies, reviewing and finalizing plans, and implementing ongoing monitoring and adjustments.

BBB Accredited Since: 2/24/2015

Years in Business: 22

Products and Services

Social Security & Income Planning: Evaluates client-specific benefit options and income goals to structure retirement cash flow. 
Retirement Tax-Minimization Strategies: Designs methods to manage tax exposure during retirement distributions and Social Security income. 
IRA and 401(k) Rollovers: Facilitates transfers of retirement accounts to optimize savings growth and tax efficiency. 
Estate Planning: Creates plans to transfer assets and structure legacies according to client objectives.
Insurance Strategy Development: Incorporates life, long-term care, disability, and annuity products into overall retirement income designs. 
Wealth Management: Develops and maintains a comprehensive financial strategy aligned with retirement goals. 
Ongoing Plan Monitoring: Reviews and updates retirement plans regularly to respond to market and client changes. 

Photos and Videos

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Business Details

Local BBB:
BBB Serving Greater Missouri & Southern Illinois
BBB File Opened:
2/10/2015
Business Started:
8/1/2004
Business Started Locally:
8/1/2004
Business Incorporated:
8/1/2004
Type of Entity:
Corporation
Business Management:
Mr. Mike Gann, President/Owner

Additional Contact Information

Principal Contacts
Mr. Mike Gann, President/Owner
Customer Contacts
Mr. Mike Gann, President/Owner
Additional Phone Numbers
Other Phone: (417) 209-7057
Additional Email Addresses
Primary: Email this Business
Social Media

Additional Information

Other Resources
NAIC - National Association of Insurance Commissioners - (IL)
NAIC Central Office
Kansas City MO 64106-2197
Phone Number: (816) 783-8500
https://sbs.naic.org/solar-external-lookup/
NAIC - National Association of Insurance Commissioners - (MO)
NAIC Central Office
Kansas City MO 64106-2197
Phone Number: 573-751-4126
https://sbs.naic.org/solar-external-lookup/
Business Categories
Financial Planning Consultants, Financial Services, Insurance Services Office, Life Insurance, Retirement Planning Services, Estate Planning and Management, Annuities

Latest Reviews

  • RON C

    "Their team was upfront, honest, transparent and very informative. We are happy to be a part of the Advantage Retirement REMOVEDWe would recommend this group as your investment counselors." ... Read full review

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