Carmen Margie

Chief Of Staff at Vantage Retirement Plans, LLC

Role: Chief of Staff at Vantage Retirement Plans, LLC
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Carmen Margie

As Chief of Staff at Vantage, I oversee the Business Development and Marketing Teams while working behind the scenes to support our CEO. Vantage offers Self-Directed IRAs to individuals who want to invest in alternative assets they are comfortable with so they can take control of their financial future.

Experience

Chief of Staff
Vantage Retirement Plans, LLC
Dec 2019 — Present

Skills

Outlook
Project Management
Marketing
Leadership
Event Planning
Powerpoint
Microsoft Excel
Customer Service
Management
Microsoft Word
Strategic Planning
Microsoft Office

Contact information

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Work email
c••••••@vantageiras.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••77

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Current company

Vantage Retirement Plans, LLC

Financial Services · 15 employees · Founded 2004 · Scottsdale, Arizona, United States

Vantage is a leading Self-Directed IRA company that exists to empower clients to take control of their retirement savings and enjoy the freedom to diversify their tax-favored money beyond the stock market. We believe you deserve to invest your hard-earned nest egg where you want. Money is Personal™, therefore, investing should be tailored to an individual’s needs and investment appetite, not the restrictions imposed on them by their IRA custodian. Our Self-Directed IRA services emphasize the “I” in an Individual Retirement Account by offering investors the ability to diversify their IRA funds into real estate, private companies, private funds (LLCs, LPs, Syndications, etc.), promissory notes, and a virtually unlimited list of alternative assets. Best of all, we don’t sell, endorse, or promote any investment products, nor do we offer any financial, tax, or legal advice. Our clients appreciate not having to worry about any pushy sales pitches or pressure from sales representatives. Since our start in 2004, we’ve served more than 17,000 clients nationwide and continue our mission to educate Americans about the power and flexibility our Self-Directed IRAs offer. With over $3 billion in retirement assets under administration, we pride ourselves in being our clients' trustworthy and knowledgeable guides while they remain in pursuit of their financial independence. If you’re frustrated with having your IRA stuck in the stock market, we can help. We would love the opportunity to introduce you to the world of Self-Directed IRAs and give you the key to Set Your IRA Free™.

vantageiras.com

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