Our Services

At Vital Planning Group we guide our clients objectively by providing an open architecture.  Our approach is needs based versus product driven.

 • Retirement Planning - Making the most of your savings and/or employer-sponsored
retirement plans and IRAs. Determining how much you need to retire comfortably.

• Employee and Executive Benefits - Helping your business attract, reward and retain qualified employees through benefit packages.

• Investments - Determining your asset allocation needs.  Helping you determine your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 

• Risk Management - Reviewing existing insurance policies.  Recommending policy changes when appropriate.  Finding the best policy for your needs.

• Education Funding - Recommending investment and accumulationstrategies to help you pay for your children's education. 

• Estate Planning and Conservation Strategies -  Preserving your estate for your family. Helping with beneficiary designations. Reducing exposure to estate taxes.

We do not provide legal or tax advice.  Please seek the assistance of an attorney and/or tax advisor based on your individual circumstances.