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.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Read this overview to learn how financial advisors are compensated.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Understanding the value of a home warranty.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
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How does your ideal retirement differ from reality, and what can we do to better align the two?
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.