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
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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