13450 W Sunrise Blvd
Suite 170
Sunrise, FL 33323

Vital Financial Group

(954) 615-1980

 
Making Your Tax Bracket Work Experience Living Benefits The Power of Tax-Deferred Growth The Cost of Procrastination

"Your Vital Financial Difference Starts Now"...


Welcome to Vital Financial Group South Florida's agency of choice. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate planning strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Please call us at (954) 615-1980.



Our primary carrier is:

  

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates.  Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.  Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Vital Financial Services Group is independent of the National Life Group of companies.





 

Helpful Content

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A Brief History of Estate Taxes

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Choosing a Business Structure

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Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Countdown to College

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Spotting Credit Trouble

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Planning for the Expected

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Saving for College

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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My Retirement Savings

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Raise Your Retirement Income

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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