Your Smart, Personalized Financial Plan

Living the ultimate “good life” starts with a smart, personalized financial plan

A smart, personalized financial plan is basically road map that charts the course for how you’re going to pay for the next 10, 20, 30, 40 or 50 years of your life.

Everyone’s map looks different. And everyone’s final destination looks different, too.

For example, maybe you have a sizable nest egg, but you want to retire in your early 60s. Or maybe you plan to keep working throughout your 60s, but you want to set aside enough money to pay for your grandkids’ college education or to splurge on a big vacation home in Florida.

Having a smart, personalized financial plan can help get you there.

It should take into account your current assets (such as investments and real estate holdings) and liabilities (such as a mortgage). And it should prioritize your goals, values and stage in life.

It also needs to take into consideration things that erode your wealth, like inflation and withdrawals. And it should employ cutting-edge tools and strategies, like Direct Indexing (DI), to reduce your tax burden.

Of course, you don’t have to go it alone. Vestbridge can help you build and execute this ambitious plan…

In fact, we have many years of experience helping people with significant savings just like you navigate
the complexities of financial planning. And we created this short guide to address some of the basic questions you may have about it.

Let’s get started…


Your Smart, Personalized Financial Plan

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Ready to learn more about
smart, personalized investing?

Your portfolio should always reflect your ambitions, your values, and your story. At Vestbridge we start from scratch with every single client and we create a smart personalized portfolio that is unique to you. Talk to a Vestbridge Financial Advisor today.

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