Financial Planning

With a Fee-Based Financial Planning Relationship you engage in a comprehensive collaborative process with our team.  A quantitative and qualitative financial analysis is then completed for you to gain a better understanding of where you are in relationship to your goals and objectives.  The plan is then monitored and adjusted on a regular basis to account for life events, life transitions, as well as market, tax and legislative changes*.

You can rely on us to help you make good decisions and, even more importantly, avoid poor decisions.  The Vitality Group is a place where you can talk about your hopes, concerns, accomplishments and mistakes without judgment.

Depending on your needs, a Financial Planning Relationship can include one or more of the following areas:

income and expenses financial planning

  • Cash Flow and Budgeting
  • Risk Management
  • Tax Minimization Techniques*
  • Employer Benefits Analysis*
  • Retirement Planning
  • Education Funding Strategies
  • Asset Allocation Investment Strategies
  • Accumulation and Distribution Techniques
  • Estate Planning*
  • Business Continuation
Take your next step: Explore Our Approach
Contact Us to set a time to explore your needs or send us an email to get a specific question answered.