Helping You Plan For Retirement: Get Your Free Retirement Review & Analysis

Serving the greater Springfield and Branson area.

4650 S National Ave STE D4, Springfield, MO 65810

Schedule your complimentary Retirement Review now— offer ends March 31st.

Get Your Free Retirement Review Today

Helping You Plan For Retirement: Get Your Free Retirement Review & Analysis

Fill out this form to receive your review

Serving the greater Springfield

and Branson area.

4650 S National Ave STE D4,

Springfield, MO 65810

Schedule your complimentary Retirement Review now— offer ends March 31st.

Only 43% of pre-retirees feel confident in their projected retirement income¹. Let's change that.

Planning for retirement shouldn't be a guessing game. At Advantage Retirement Services, we offer a complimentary Retirement Review to help provide clarity and confidence in your financial future. This personalized assessment analyzes your current financial situation and identifies potential gaps or opportunities to optimize your retirement plan.


Our experienced team will:


  • Review your income, assets, and debts.


  • Analyze your current retirement savings and potential future income sources.


  • Evaluate your risk tolerance and investment goals.


  • Identify any potential tax minimization strategies.


  • Provide a clear and concise summary of your financial situation and actionable steps to improve it.


Our Services

Manage Your Finances With Confidence

Retirement Income Planning

Our retirement planning services, including 401k rollovers and IRA planning, are designed to provide you with a stable and fulfilling retirement.

Financial Planning

Tailored planning to offer you a roadmap for financial stability and success, providing you with the expertise and tools necessary for informed decision-making.

Retirement Tax
Minimization Strategies

Learn how to keep more of what you earn with our effective tax minimization strategies to help you reduce tax burdens and enhance your savings.

Legacy Planning

Protect your legacy with our comprehensive legacy planning services with assistance in creating clear, structured plans for your estate.

Insurance Strategies

Professional guidance in designing insurance strategies that align with your life stage, financial goals, and unique circumstances.

IRA Rollovers

If you’re looking for options on how to roll over your retirement savings accounts and avoid unnecessary taxes, penalties, and fees. Whether you have a 401(k), defined benefit pension, 403(b) or IRA.

Retirement Income Planning

Our retirement planning services, including 401k rollovers and IRA planning, are designed to provide you with a stable and fulfilling retirement.

Financial Planning

Tailored planning to offer you a roadmap for financial stability and success, providing you with the expertise and tools necessary for informed decision-making.

Retirement Tax
Minimization Strategies

Learn how to keep more of what you earn with our effective tax minimization strategies to help you reduce tax burdens and enhance your savings.

Legacy Planning

Protect your legacy with our comprehensive legacy planning services with assistance in creating clear, structured plans for your estate.

Insurance Strategies

Professional guidance in designing insurance strategies that align with your life stage, financial goals, and unique circumstances.

IRA Rollovers

If you’re looking for options on how to roll over your retirement savings accounts and avoid unnecessary taxes, penalties, and fees. Whether you have a 401(k), defined benefit pension, 403(b) or IRA.

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"7 years ago we transferred most of out retirement savings into a safe, guaranteed growth product, and it has been one of the vest decisions we've ever made. Our relationship and service we receive from Mike and his staff has been so important in giving us peace of mind."

- Dr. Jim and Rosalie