Worried Your Financial Strategy is
Missing Something?

Are Your Insurance Policies Contradicting Your Estate Plan?

Insurance Group

Financial protection insurance is an imperative element of planning throughout every stage of a client’s life. The financial impacts of dying too soon, living too long, loss of income, excessive taxation and family succession can be easily overcome by preparation and practical application of financial protection strategies. Life insurance is an applicable solution to a great number of financial challenges, providing flexibility and options for our clients where previously there were none. National statistics show almost 60% of Americans will need some form of long-term care in their lifetime, and the associated expenses can be a catastrophic drain on assets that have been accumulated for decades. The utilization of annuities is a sound foundation for not only long-term care costs but also for income planning. Medicare Supplement programs can bring significant relief from rising health care costs. Having a solid plan in advance is the best preparation for life’s unexpected challenges. Making sure those plans are appropriately integrated with our clients’ succession, tax and asset management planning is our specialty.

  • Life Insurance
  • Annuities
  • Disability Insurance
  • Medicare Supplement
  • Long-Term Care

Explore Our Suite of Solutions:

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.


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.


Vinity Asset Management Group

Internal, dedicated Asset Management Team developing nimble, institution-caliber investment solutions for retail investors.


Vinity Insurance Group

Financial Protection Platforms are provided by Vinity’s Insurance Group, including Income Planning, Long Term Care Mitigation, Life Insurance, Disability and Medicare.


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.