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Local Firm Celebrating 30 Years by Giving Away 30 Free Financial Plans

**FOR RELEASE 8/17**

In July, Vantage Financial celebrated 30 years in business. Vantage Financial Partners Limited, Inc. is a financial planning and investment management firm - but their favorite investments are not necessarily bought and sold in the stock market. Rather it is investing in their clients. So, to celebrate, Vantage once again is starting with a bit of a different approach - Pay It Forward. What exactly does it mean to Pay It Forward? "Through 30 years of business we have been able to provide for our clients and our own families", shares Michael Rohrwasser, Vantage's President and Founder. "We look at the provision of work as a blessing and we want to share that blessing with others by 'paying it forward'."

Five years ago, Vantage celebrated its 25th anniversary with its first Pay It Forward campaign - Investing in Kindness. Each member of the team at Vantage wrote a story which they published in a book. This book was sent to every client, along with a $100 bill and a request to 'Pay It Forward' to someone in need. "Although we were very excited, we did not anticipate the response from our clients!" Michael recalls. "The campaign was a secret, like a surprise party for our clients. When the envelopes started arriving, the calls started coming in. Clients were excited to be a part of our celebration in such an impactful way and many joined with us by adding to the contribution!" Stories of Investing in Kindness started coming in and were posted to a special blog so others could be inspired as well - www.investinginkindness.com.

This anniversary the theme is "Investing in Value". A Pay It Forward opportunity directed toward the children of the firm's clients. Clients can submit the name of their child into the drawing. Each quarter names will be drawn to win a free financial plan with a total of 30 free plans to be given away. "One of our most consistent recommendations to our clients is to invest in their family - their greatest asset with the potential for the highest return.", shares Kim Taylor, the firm's Vice President. The goal is to have all 30 plans completed before their 31st anniversary next July. "Advising clients how to plan for their family's peace, prosperity and purpose is what we do." Kim adds. "We celebrate with our clients when they achieve their goals. This time we are asking our clients to celebrate with us as they help us to achieve ours."

Vantage Financial has been a longtime advocate of paying it forward in the community. To learn more about Vantage Financial visit www.vantagefinancial.com or call Kim at 847-590-9191.

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