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.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
When should you take your Social Security benefit?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.