What We Offer

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

WEALTH MANAGEMENT

Accumulate, conserve, protect, and grow your assets

FINANCIAL PLANNING

Create a roadmap to monitor and evaluate your financial success

BUSINESS SUCCESSION

Implement strategies to transfer ownership of your business in the event of death, disability, or retirement

ESTATE ANALYSIS AND CONSERVATION

Leave more money to your family

Control asset distribution

QUALIFIED & NON QUALIFIED RETIREMENT PLANS

Traditional, ROTH, SEP and SIMPLE IRAs

Pension and Profit Sharing Plans

401(k) Plans

INVESTMENTS

Fee-based advisory accounts

Full brokerage services

Mutual funds

REAL ESTATE

Tenants in Common 1031 Exchanges

Limited Partnerships

REITs

INSURANCE

Term, Universal, and Variable Life

Long-term care

Disability

Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

pbergan@vineyardfinancialgroup.com | 480-282-4882