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Edvantant

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    Helping you succeed

    Helping you succeedHelping you succeedHelping you succeed

    Planning and implementation on budget and on schedule

    Book Online

    Helping you succeed

    Helping you succeedHelping you succeedHelping you succeed

    Planning and implementation on budget and on schedule

    Book Online

    About Us

    Consulting and Planning Services

    Consulting and Planning Services

    Consulting and Planning Services

    We have years of experience helping clients prepare and complete projects. 

    We have the products and services you need.

    Comprehensive Approach

    Consulting and Planning Services

    Consulting and Planning Services

    We use proven strategies designed to meet your needs. You can count on us to get your job done on time and in budget.

    Committed to Service

    Consulting and Planning Services

    Committed to Service

    Every successful engagement starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can help you.

    Our Team

    Financial Planner #1

    Jennifer began her finance career in April 1999 at Ruman Limited Partners. In November of 1992, she left RLP and started her sales career as an agent with S&H Ltd.

    Financial Planner #2

    Jane began her finance career in April 1997 at Soresen Limited Partners. In November of 1992, she left Sorenson and started her sales career as an agent with S&H Ltd.

    Financial Planner #3

    Jeff began his finance career in April 2010 at Gage Ltd. In November of 1992, Jeff left Gage and started his sales career as an agent with S&H Ltd.

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    Get Started Today

    Reach out with any questions or to set up a meeting to discover the best path to your financial freedom! 

    Edvantant

    Hours

    Monday - Friday: 10am - 5pm

    Saturday: By appointment

    Sunday: Closed

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