Your Dreams Matter
At Vinity, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
The Integrate Financial Planning Process Philosophy
Our philosophy at Vinity is that the responsibility we have to our clients and ourselves goes beyond a transactional relationship. We believe the best approach to financial planning requires an active integration of skilled professionals who are all cohesively focused on each client’s goals, protection and financial success.
Many individuals have a trusted financial advisor, an attorney, an insurance agent and an accountant. But are all of those professionals working together for the client’s common goal and with the client’s best interests in mind? Are there potential gaps between the professions that could result in unintended but impactful mistakes? It was specifically that challenge that inspired the creation of Integrate, our proprietary process that blends and refines the client’s total financial plan.
With the utilization of a Client Ambassador, our Financial Steward will take the client through the Integrate Process. The Ambassador works in conjunction with the Steward and gathers the pertinent information and documents. The Ambassador will then serve as a liaison to the various Vinitys, requesting evaluation and feedback on the client’s total professional picture. The Scope of Work will then outline the plan assessment and proposed action, and will be performed by the following divisions of Vinity:
Vinity Asset Management Group
In-house asset managers and researchers.
Vinity Legacy Group
Reputable legal firm specializing in trusts, wills, legacy law and probate.
Vinity Insurance Group
Income planning and financial protection utilizing life insurance, annuities, long-term care insurance, disability income insurance and Medicare Supplemental insurance.
Vinity Risk Management Group
Experienced insurance strategies for home, auto, liability and business.
Vinity Tax Group
Experienced tax resource and CPAs for evaluation, strategy and tax preparation.
The Integrate Process brings tremendous value by utilizing strategies designed to reduce financial blind spots, navigate confusing professional landscapes, remove redundancy and reduce overall stress for the client. The result is the comfort of knowing that the client’s entire financial plan is unified.
READY TO TAKE The Next Step?
For more information about any of our products and services, schedule a meeting today.
