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

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Password Protection Strategies

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

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Doubling Your Money

This calculator demonstrates the power of compound interest.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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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.

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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.

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