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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
In the face of divorce, making changes to insurance coverage may be overlooked.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Ascertaining the value of your business is important for a variety of reasons.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Investors seeking world investments can choose between global and international funds. What's the difference?
You’ve made investments your whole life. Work with us to help make the most of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?