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), have earned the credibility and trust that come with education, two decades of experience, diligent application of their craft, and adherence to a code of ethics. We can help you fund your retirement, preserve your legacy, save for a quality education, develop a realistic investment plan and protect your current and future assets. This comprehensive approach to financial planning is the cornerstone on which we have built successful, lasting client relationships.
Choosing the Right Financial Advisor
Before you choose a financial advisor, be sure you've found one whose investment philosophy matches your own. At Vosler Investment Group we 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 impartial advice and strategies to address the challenges of wealth accumulation and management.
*As reported by Financial Planning magazine, June 1996-2015, 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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Learn when it may not make sense to file a claim on your home insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The federal government requires deceased individuals to file a final income tax return.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Women must be ready to spend, on average, more years in retirement than men.
Have you found yourself suddenly single? Here are 3 steps to take right now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.
It's easy to let investments accumulate like old receipts in a junk drawer.