Comprehensive 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:
- 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