Who We Are & What We Do
At Vosler Investment Group, we believe planning isn't just the first and most important step toward your financial future, it is the foundation of our business. We take the time to explore your financial goals and expectations. By determining what you envision for your comfortable retirement, we are that much closer to helping you pursue your goal.
Barry, a CERTIFIED FINANCIAL PLANNER™ ,as well as Angela, a Certified Long Term Care Specialist (CLTC), strives to earn the credibility and trust that come with education, two decades of experience, diligent application of his craft, and adherence to a code of ethics. Barry can help you fund your retirement, preserve your legacy, save toward a quality education, develop a realistic investment plan and strive to preserve your current and future assets. This comprehensive approach to financial planning is the cornerstone on which he has built successful, lasting client relationships.
Choosing the Right Financial Consultant
Before you choose a financial advisor, be sure you've found one whose investment philosophy matches your own. At Vosler Investment Group our advisors are long-term strategic investors. Our contracted broker/dealer, LPL Financial, is one of the leading independent brokerage firms in the nation.* LPL Financial does not produce its own investment products, so you will receive objective advice and strategies to address the challenges of wealth accumulation and management.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Understanding how a stock works is key to understanding your investments.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Six overlooked tax deductions to help manage your tax bill.
Simple steps may help you foil hackers and protect your privacy.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How do the markets usually react to elections? Was the 2016 election any different?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you died, what would happen to your email archives, social profiles and online accounts?
The market is as unpredictable as the weather. We’d love to help you prepare.