Build a Financial Pyramid for the [your] Ages.
Your Financial Life Stages.
Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution.
The Foundation.
In risk management, the foundation of the financial pyramid, you begin by protecting that which is most important to you and the least you can afford to lose - your income. Depending upon your circumstances, this may be secured through disability, life or long-term care insurance.
Wealth Accumulation.
With that foundation firmly in place, we work to help you build a plan to accumulate wealth in a tax-efficient manner, clarifying your specific goals such as saving for your children's education, funding retirement or investing for a future financial need.
Preserve and Distribute.
Accumulating wealth creates the need to preserve and distribute what you've worked hard for. At Vital Signs, we guide you in comprehensive planning so your legacy isn't left to chance.
