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Simplified Planning in a Complex World

About Vital Planning Group

With a combined experience of over 45 years, we are comprised of a dedicated group of financial planners who take a comprehensive, personalized approach to financial planning based on an understanding of their clients' goals and objectives for the future they want to achieve.  We are committed to providing strategic advice and innovative solutions to individuals and business owners in the key areas of financial management and wealth preservation.

Finding the right solution for your personal or business needs requires us to focus on the circumstances of your unique situation. This is why our Financial Planners take a needs-based approach to working with clients. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.


Managing financial goals takes patience and adequate planning.  Engaging with us for a financial plan is the best way to get exactly what you are looking for.

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As a team, we present a full range of financial services and products to our clients.  

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Life happens. Managing uncertainties and risks that may compromise your financial goals is essential.

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     Vital Planning Group is the endorsed Financial Planning Firm for the New York County Medical Society.


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