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.
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How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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Military families face unique challenges, making personal finance even more critical.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the value of a home warranty.
Building wealth requires protection from the forces of wealth destruction.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
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Learn more about taxes, tax-favored investing, and tax strategies.
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A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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