About Us. Our Team. Our Services. Our Approach.

 

How We Do Business

We educate our clients and help take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Solving Life’s Greatest Puzzle Together

Life challenges can be overwhelming. Our goal is to keep the solutions simple.

Click a puzzle piece to learn more today.

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Join Our Team

An opportunity to grow your business and make a difference in the lives of others? Whether you’re a seasoned industry veteran or someone looking for the next career opportunity, we want to hear your story and let you get to know ours.

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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, or 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 or (561) 613-4900 .

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Helpful Content

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.