
Your guide down the path to prosperity.
Prosperity is so much more than just money. Like having the time to get away from your business and be with the ones you love. Spending a long weekend tinkering with your hobby.
At Vineyard Financial Group, these are the things we want to talk about when we first meet you. We want to know what you want and why it's important to you. We want to know what keeps you awake at night, what gets you up early and what brings you happiness. Vineyard Financial Group wants to see life the way you do.
Vineyard Financial Group does not have any sales ties or obligations to any specific insurance products or investment firms. Vineyard Financial Group is free to do what's best for you, and that's the path we choose.
Vineyard Financial Group takes an unconventional approach. Our aim is, simply, to create long-term, win-win relationships and make managing your finances an empowering and rewarding process.
Vineyard Financial Group appreciates and understands the larger order of things - from your perspective - we go to work designing a custom and comprehensive wealth management approach. Since even clients with comparable assets and similar goals are still unique individuals, we always create an individualized financial plan for each client. And because nothing is static, Vineyard Financial Group's approach with you will always be as a dynamic partnership to fulfill your dreams.
PROFESSIONALLY CERTIFIED INDEPENDENT FINANCIAL ADVISORS
Newsletters
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HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
Explore the relationship between fuel prices and economic growth, factors that influence prices, and how U.S. production altered the global oil market.
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Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
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Sticker Shock May Drive Consumers to Used Cars
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
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Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.