Give your future the right advantage. Wealthy, Healthy
& Wise

  • Connector.Connector.

    Retirement Planning/ Estate Planning

  • Connector.Connector.

    Financial Planning/ Life Planning

  • Connector.Connector.

    Investment Management/ Portfolio Management

 

Give your future the right advantage. Wealthy, Healthy & Wise

  • Connector.Connector.

    Retirement Planning/ Estate Planning

  • Connector.Connector.

    Financial Planning/ Life Planning

  • Connector.Connector.

    Investment Management/ Portfolio Management

WHY ADVANTAGE

“Our mission is to help American families change the way they save, invest and plan so that they have control of their money, independence and financial freedom. Wealthy, Healthy and Wise.”

Why Advantage

“Our mission is to help American families change the way they save, invest and plan so that they have control of their money, independence and financial freedom. Wealthy, Healthy and Wise.”
Years of Experience
0

NUMBERS MATTER

It’s easy: We make the complex seem simple. The plan should be yours. With a combined experience of over 50 years Advantage Wealth Advisors has the wisdom to guide individuals along the road of life. We have helped thousands of families to have confidence in the lifestyle and retirement they have imagined.

ABOUT US

Kirk Ashburn CEO: CCPS

Kirk Ashburn is a highly trained financial professional with over fifteen years of experience. He has successfully been involved in helping individuals and families in Illinois, Wisconsin and across the country to change the way they save, invest and plan for their future as well as generations to come.

With a background in traditional financial planning, Kirk focuses on providing retirement planning services designed to educate clients as to their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes, and enjoying a lifetime of financial security. This approach helps his clients have peace of mind and confidence with their financial affairs, now and throughout their retirement.

The most important thing to him, is his wife, Priscilla, and their nine children.

David Gearhart CFO:
Attorney and CPA

David L. Gearhart is a CPA, MBA and Attorney, who is licensed to practice law in the state of Illinois.

David is an experienced attorney, estate planner and seasoned CPA. David has been helping families for over 20 years to plan their estates for future generations. At the same time his expertise assists them in making sure their tax house is in order.
David is also a registered investment advisor. He has had extensive experience in corporate transactional, securities and employment law with one of the largest law firms in Indianapolis. He has developed tax reduction strategies for a national consulting firm. He has advised small and medium size businesses in tax reduction strategies. He has had litigation experience representing corporations in legal matters in both state and federal courts.

Dr. Theodore Homa MD

Personalized Fee-Based Medical Advice and Life Care Planning
Giving you the advice that you wish all doctors would give.

Dr.Theodore Morrison Homa is Board certified in internal medicine, long term care and post-acute medicine. His mission is to counsel individual patients and their family members or their health care POAs in the A through Z principles of staying healthy, and staying alive while dealing with the modern broken healthcare system. He provides counseling in regard to cost effective medical care, chart review hospitals and emergency rooms and the excessive expense associated with going there. Most importantly, he can advise on how to avoid the crippling costs of the predatory long term care system which can bankrupt a person based on today’s costs for care. Time spent seeking his counsel will result in advice which can sustain you or your family during troubled times with health and good times. Learn about the current health care agenda of government which prefers to keep you off its rolls as an expense by offering you hospice and palliative at the first sign of serious illness in your advanced years…

Andrew Ashburn
First Impression Director

As a self-described ‘people person’, Andrew thrives in his role at Advantage Wealth Advisors. Whether he is setting up appointments with clients, answering client inquiries over the phone, or writing correspondence, Andrew can always be found with a bright smile on his face. Andrew really loves having contact with our clients and getting to know them and their goals. He sees his job as an opportunity to build relationships, so Andrew is not just a voice on the other end of the phone. He enjoys working with his father, Kirk, and his biggest accomplishment is being the mentor and older brother to 8 siblings.

Kirk Ashburn CEO: CCPS

Kirk Ashburn is a highly trained financial professional with over fifteen years of experience. He has successfully been involved in helping individuals and families in Illinois, Wisconsin and across the country to change the way they save, invest and plan for their future as well as generations to come.

With a background in traditional financial planning, Kirk focuses on providing retirement planning services designed to educate clients as to their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes, and enjoying a lifetime of financial security. This approach helps his clients have peace of mind and confidence with their financial affairs, now and throughout their retirement.

The most important thing to him, is his wife, Priscilla, and their nine children.

David Gearhart CFO:
Attorney and CPA

David L. Gearhart is a CPA, MBA and Attorney, who is licensed to practice law
in the state of Illinois.
David is an experienced attorney, estate planner and seasoned CPA. David has been helping families for over 20 years to plan their estates for future generations. At the same time his expertise assists them in making sure their tax house is in order.
David is also a registered investment advisor. He has had extensive experience in corporate transactional, securities and employment law with one of the largest law firms in Indianapolis. He has developed tax reduction strategies for a national consulting firm. He has advised small and medium size businesses in tax reduction strategies. He has had litigation experience representing corporations in legal matters in both state and federal courts.

Dr. Theodore Homa MD

Take action now and discover how you can be Healthy and Wise. Let Advantage Wealth Advisers help make you wealthy.
Let our entire team make you wealthy, healthy, and wise.

Dr.Theodore Morrison Homa is Board certified in internal medicine, long term care and post-acute medicine. His mission is to council individual patients and their family members or their health care POAs in the A through Z principles of staying healthy, and staying alive while dealing with the modern broken healthcare system. He provides counseling in regard to cost effective medical care, chart review and suggestions about how to minimize prescription costs, minimize health care costs, avoid hospitals and emergency rooms and the excessive expense associated with going there. Most importantly, he can advise on how to avoid the crippling costs of the predatory long term care system which can bankrupt a person based on today’s costs for care. Time spent seeking his counsel will result in advice which can sustain you or your family during troubled times with health and good times. Learn about the current health care agenda of government which prefers to keep you off its rolls as an expense by offering you hospice and palliative at the first sign of serious illness in your advanced years.

Dr Homa can review records for you and based on his many years of experience give you the real truth about any suspected malpractice that may have injured you.

He has vast experience as an expert witness in internal medicine, geriatrics, long term care and post acute medicine. He is available to provide invaluable advice if you have experienced an injury as a result of medical care. He is available to malpractice lawyers for this service as well as individuals who want advice before seeking counsel.

When asked he will tell you, “My specialty is helping you with your plans regarding keeping well, and Staying Alive.”
He is also be available in a concierge style practice for a monthly fee for service. This would include 24/7 consultation services where He would compliment your primary doctor or provide individualized expertise in the area of post acute, long term care, geriatrics and primary care.

An informed patient is the safest patient.

Steve Gargano Client Service Director

Steve has been integral in creating the systems and procedures that Advantage Wealth Advisors’ clients have come to count on. He manages all of the operational functions and works closely with the entire staff to make sure that our clients’ needs are taken care of seamlessly.
With over 20 years of client services and project management experience he brings the special ability to solve problems large and small. Whatever project or plan you need assistance with he will be there to provide the back up that you require.
Steve has worked closely with the firm to make sure that every customer has the highest quality experience. His unique personality enables him to do his favorite part of his job which is to develop solid and reliable relationships with Advantage Wealth Advisors’ amazingly loyal clients
In his role as Client Service Director, his experience with customers and computer science has made him obsessive about details and efficiencies. He is an indispensable member of our team

Andrew Ashburn
First Impression Director

As a self-described ‘people person’, Andrew thrives in his role at Advantage Wealth Advisors. Whether he is setting up appointments with clients, answering client inquiries over the phone, or writing correspondence, Andrew can always be found with a bright smile on his face. Andrew really loves having contact with our clients and getting to know them and their goals. He sees his job as an opportunity to build relationships, so Andrew is not just a voice on the other end of the phone. He enjoys working with his father, Kirk, and his biggest accomplishment is being the mentor and older brother to 8 siblings.

EVENTS

Call 847-786-5170 or Contact Us to find out about our
FREE up coming educational events.

Dinner Seminars

College Planning

SERVICES

Financial Planning

The first step in our process is creating a sound financial plan. Our experienced team will carefully work with you to determine your goals, analyze your financial assets, and assess your unique preferences to construct a personalized long-term plan.

Estate and Tax Planning

Along with your financial plan we need to make sure your estate and tax house are in order. We will review your current plan or create one for you.Two of the biggest dangers to your financial plan are no estate plan and paying too much in taxes. We will create a unique plan that will change with you and your family’s needs.

Investment Management

Our investment management services are uniquely structured to help maximize return and minimize risk.
We believe that mitigation on downside losses is paramount in long-term investment performance. Our strategies use allocation formulas that help take guesswork and emotion out of investment decisions. Advantage Wealth Advisors investment process is transparent, and being fee-based, we are focused on your best interests.

Social Security Maximization/
RMD calculation strategies

As of 2014, there were 567 ways for a couple to calculate Social Security. At Advantage Wealth Advisors we can help you navigate through the various options for filing and at the same time we will make sure that you are paying the least amount of taxes.
Required minimum distributions are next on the list of unknowns. We make sure you know exactly how much you need to take and we calculate the tax ramifications of the RMD on your overall income.

IRA / 401k Rollovers

Many retirees choose to rollover their 401k from their company-sponsored list. With so many different options to choose from, Advantage Wealth Advisors helps retirees understand the pros and cons of their choices.

College Planning

The one area that has created such havoc on my client’s retirement year after year is college expenses. We provide unmatched service and support to those who want to pay the least amount of money for the best fit college for their child. We have created an environment that delivers the most possibilities for each and every child to succeed on their life’s plan.

Financial Planning

The first step in our process is creating a sound financial plan. Our experienced team will carefully work with you to determine your goals, analyze your financial assets, and assess your unique preferences to construct a personalized long-term plan.

Estate and Tax Planning

Along with your financial plan we need to make sure your estate and tax house are in order. We will review your current plan or create one for you.Two of the biggest dangers to your financial plan are no estate plan and paying too much in taxes. We will create a unique plan that will change with you and your family’s needs.

Investment Management

Our investment management services are uniquely structured to help maximize return and minimize risk. We believe that mitigation on downside losses is paramount in long-term investment performance. Our strategies use allocation formulas that help take guesswork and emotion out of investment decisions. Advantage Wealth Advisors investment process is transparent, and being fee-based, we are focused on your best interests.

Social Security Maximization/
RMD calculation strategies

As of 2014, there were 567 ways for a couple to calculate Social Security. At Advantage Wealth Advisors we can help you navigate through the various options for filing and at the same time we will make sure that you are paying the least amount of taxes.
Required minimum distributions are next on the list of unknowns. We make sure you know exactly how much you need to take and we calculate the tax ramifications of the RMD on your overall income.

IRA / 401k Rollovers

Many retirees choose to rollover their 401k from their company-sponsored list. With so many different options to choose from, Advantage Wealth Advisors helps retirees understand the pros and cons of their choices.

College Planning

The one area that has created such havoc on my client’s retirement year after year is college expenses. We provide unmatched service and support to those who want to pay the least amount of money for the best fit college for their child. We have created an environment that delivers the most possibilities for each and every child to succeed on their life’s plan.

Contact Us

Advantage Wealth Advisors
Main: 847.786.5170
Fax: 847.786.5117
765 Ela Rd. Suite 107,
Lake Zurich, IL 60047
info@theadvantageoffice.com