Our Wisdom. Your Future.

VINITY is an integrated financial planning firm that navigates the path between professional advice and practical application.

The INTEGRATE Experience Powered by VINITY Take the TRAIL Less Traveled

T

Tax Group

R

Risk Management Group

A

Asset Management Group

I

Insurance Group

L

Legacy Group

Explore Our Suite of Solutions:

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Vinity Tax Group

Our tax group provides access to an array of tax services, from basic tax filing to actionable tax strategies crafted by a certified tax coach with expertise in real estate, business owner and investor arenas.

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Vinity Risk Management Group

Experienced insurance advisors craft comprehensive protection strategies for home, auto, liability and business insurance using a variety of well-known and financially strong independent national carriers.

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Vinity Asset Management Group

Internal team of qualified investment strategists research, analyze and construct nimble, client-centric investment solutions and provide ongoing dynamic asset management focused on harmonized, efficient valuations.

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Vinity Insurance Group

Our seasoned advisors build financial protection platforms utilizing income planning, long-term care mitigation, life insurance, disability and Medicare.

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Vinity Legacy Group

Access to attorneys with the highest degree of integrity specializing in trust and estate planning, probate law and disputes, trust administration and elder law.

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Instant Download Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make - or break - your income plan in retirement:

  • Living longer in retirement, including how to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses

BEGIN THE JOURNEY TOWARD Active Integration of Specialized Planning

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