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.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
It's important to understand the pros and cons when considering a prepaid debit card.
Term insurance is the simplest form of life insurance. Here's how it works.
Tips on insuring your teen driver.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
What if instead of buying that vacation home, you invested the money?
When do you need a will? The answer is easy: Right Now.
Learn about cyber liability insurance in this entertaining video.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In the world of finance, the effects of the "confidence gap" can be especially apparent.