Broker Check

Investment Planning

Let's put your money to work for you

Whether you are relatively new to investing or have significant investment assets, VPG can provide solutions designed with your financial needs and individual preferences in mind.

We provide access to some of the most respected names in the investment industry with proven strategies and state-of-the-art approaches for managing investment assets and providing services for you, your family, your charitable interests, your legacy and a host of other financial interests. Working independently and with your best interests in mind, our Financial Planners can recommend an appropriate investment strategy that meets your goals, investment minimums and risk tolerance. Start early to make the biggest impact!

"Building wealth is a marathon, not a sprint. Discipline is the key ingredient."

Investment Solutions

Client Centered

Professionally Managed Accounts are a diversified portfolio of investments assembled and managed by a registered investment advisor on behalf of their client. In contrast to mutual funds, which are professionally managed on behalf of many mutual-fund holders, managed accounts are personalized investment portfolios tailored to the specific needs of the account holder.

Client Centered

We provide portfolio analysis to determine if your investment account(s) have short falls, high fees or minimal returns when compared to comparable benchmarks. 

Client Centered

Your asset allocation should both reflect your risk tolerance and a balanced mix of asset classes to optimize returns, gauge long term performance of funds and hedge against current market performance. Periodic review of asset allocations are important so that timely adjustments are made. 

Client Centered

Vital Planning Group can help you forecast your family’s educational needs, determine which College Savings Plan is right for you, and help you save accordingly. We’ll help you consider all payment options including income, maximum yearly contributions as well as programs that feature tax benefits. So you’ll be ready to help fund their education well before that acceptance letter arrives in the mail.

Client Centered

Annuities are investment products which can help you increase savings, protect your assets, or generate income. There are two types of annuities—Immediate and Deferred and they are simply a contract between an insurance company and an annuity owner in which a purchase payment or series of payments are made by the client so that the insurance company can pay a stream of income in the future.


<p>The Rule of 72</p>

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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<p>Inflation & Retirement</p>

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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