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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Tips on insuring your teen driver.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.