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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here’s a guide to explain all the parts of Medicare.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.