Retire Confidently.
On Your Terms.
Retirement Income Planning, Wealth Management, and Social Security Strategies for YOUR Retirement Future.
As an independent, family-owned retirement income planning firm of over 22 years, Advantage Retirement knows the value of protecting and growing your retirement assets. We take the time to get to know each one of our clients on a personal level so we can provide them with the best services and a strategy specific to their retirement income goals and needs.
Holistic Income & Social Security Strategies for YOUR Retirement Future
As an independent, holistic retirement income planning firm of over 22 years, Advantage Retirement knows the value of protecting and growing your retirement assets. We take the time to get to know each one of our clients on a personal level so we can provide them with the best services and a strategy specific to their retirement income goals and needs.
Our Specialties
Holistic plans designed to help you retire with the clarity and confidence you deserve.
Are you prepared for retirement?
Taxes in Retirement
401(k) Rollovers
Social Security
Why Work With Us — The Advantage Difference
As an independent, holistic, and family-owned firm, we’ve spent over two decades helping our neighbors prepare for retirement with integrity, clarity, and care.
We believe in understanding first and personalized guidance always.
Straightforward, Easy-to-Understand Advice
We explain your options clearly—no jargon, no pressure.
Up-to-Date Retirement Planning Strategies
Our team monitors market trends and policy changes so your plan always stays current.
Customized Recommendations
Your goals are unique—your strategy should be too. Every plan is designed specifically for your needs.
The Advantage Retirement Process
Holistic planning for retirement shouldn’t feel overwhelming.
Our simple, personalized process helps turn your goals into an actionable plan.
1
Assess Your Needs & Goals
We take time to understand your lifestyle, values, and financial picture.
2
Design Your Custom Strategy
We help build a plan tailored to your income needs, risk tolerance, and long-term vision.
3
Review & Refine
Together
We walk you through your plan step by step and adjust based on your feedback.
4
Implement & Monitor
For Life
We meet regularly to help ensure your plan adapts as life and markets evolve.
Meet the Advantage Team
Led by Mike Gann, Certified Senior Advisor (CSA), Licensed Insurance Professional, and Gracie Gann, Series 65 Investment Advisor, our team combines deep, holistic experience with a personal touch.
We believe lasting financial success comes from comprehensive, coordinated planning—and a genuine relationship built on communication.
Live Events for Living Confidently
No-Cost Retirement Workshops Near You
Join us for fact-packed events in the Springfield area covering topics like:
• Social Security optimization
• Tax reduction strategies
• Retirement income planning
• And more!
Whether you’re just getting started or fine-tuning your plan, our workshops offer real insight—not a sales pitch.