EXPLORE IT ALL, WEBINAR SERIES | Recordings Now Available:
An alliance that will take you around the world via lands, oceans & rivers.
We’re sailing into the world of travel, believing that making memories is not only empowering but is a worthwhile investment that can only make you richer.
An Investment in Your Soul.
A Message from Alfie.
As a financial pillar whose mantra is “making waves in retirement,” we at Advantage Retirement Group are taking that slogan literally by aligning with Travel Concierge by Jeff Lavender.
This new alliance allows us to collaborate with your best interests in mind—simultaneously guarding your time, your dreams, and your vacation dollars. We understand this is hard-earned money. That’s why we believe in investing every dollar wisely, whether that means saving for the next generation or designating funds for legacy travel with your loved ones.
As leaders in both the retirement planning and travel industries, we are working hand-in-hand to understand your needs. Our united goal is to bring them together so that every dollar is invested wisely. . . not just for tomorrow—or for your next trip—but for every moment on the brink of becoming a memory.
—Alfie
How?
Our alliance starts with determining how much you need and then structuring customized plans to get you there. Our goal is to create an income plan that allows you the freedom and fulfillment you’ve envisioned for your retirement dreams.
Why?
Just as you might turn to Advantage Retirement Group as a financial advisor with your money, you can now turn to Travel Concierge with your dreams. Our alliance will empower you to think beyond tomorrow and make your long-term future a priority.
What?
From bespoke experiences and multi-year travel planning, to legacy tours and using deposits strategically, Travel Concierge is ready to unveil resources that can help you start investing in an entire lifetime of making memories and building a brighter tomorrow.
Your journey begins here.
We invite you to explore it all.
Sign up for expert insights, travel chronicles, and curated travel experiences built on impeccably-crafted journeys exclusively for Advantage Retirement Group clients.
Maximize Your Travel Investment.
Just like saving for the future, finances don’t grow overnight; they grow with strategic planning and periodic deposits to fulfill a bigger vision. Spending your finances wisely when planning and purchasing travel also requires strategic thought and planning.
Whether you prefer to plan your journeys one at a time or design a multi-year travel portfolio, our alliance with Travel Concierge will ensure you are maximizing your travel investment.
Their in-depth knowledge can take you directly to the top of your wish list or to places you never knew existed.
A Message from Jeff.
When I try a new wine that proves to be truly special, I feel compelled to share it with others. That same rule applies to those extraordinary people who impact my life. Over the last several months, I’ve been building a friendship with someone who really “gets me” and understands how much I value the future of others.
That’s why I’m honored and delighted to announce our alliance with Alfie. I couldn’t have hoped for a better partnership. Alfie leans on his skillset to ensure the highest standards in the financial services industry; while I use my wealth of knowledge, experience, and connections to design travel experiences for countless clients around the world.
Get ready to take a journey to any place you want to go, in any form of transportation imaginable. We’ll roll out the red carpet to multi-year, multi-destination excursions so that you can plan ahead for years to come.
We’ll leverage years of experience, in-depth expertise, and industry partnerships to develop a personalized approach to travel planning. We both think big, and we think long-term, turning clients into friends who lean on our network of trade partners and elevated experiences.
And so, to Alfie, thank you for entrusting Travel Concierge with your clients, and above us, thank you for believing that travel is a worthwhile investment for the soul. As I like to tell my team, travel is the only thing you can buy that will make you richer. Together, we will take you places.
—Jeff
