Broker Check

Services at a Glance

At VitalStone Financial we provide professional assistance in the following areas of Comprehensive Financial Planning:

Investments:

  • Mutual Funds
  • ETF’s
  • Stocks
  • Bonds
  • Tax Free Bonds
  • CD’s
  • Annuities
  • Alternative Investments

Retirement Planning:

  • 401k Plans (Traditional and Roth)
  • 403b Plans
  • 457 Plans
  • SEP IRA
  • SIMPLE IRA
  • Traditional and Roth IRA’s
  • Money Purchase/Profit Sharing
  • Defined Benefit Plans
  • Deferred Compensation Plans

Asset Protection:

  • Disability Insurance
  • Life Insurance
  • HSA’s
  • Annuities
  • Health Insurance
  • Long Term Care
  • Home and Auto
  • LLC/S-Corps
  • FLP’s
  • Trusts

*Tax Reduction:

  • Tax Free bonds
  • Year End Tax Harvesting
  • Qualified vs Non-Qualified
  • Retirement Income Tax Exposure
  • Advanced Market Concepts
 

College Savings:

  • 529 Plans
 

Affiliated Partners:

  • CPA Firms
  • Contract Attorney/General Legal Advice
  • Malpractice Attorney
  • Employment Attorney
  • Mortgage and Small Business Loans

*Estate Planning:

  • Wills
  • Trusts
  • Powers of Attorney
  • Charitable Donations
  • Gifts
  • Estate Tax Strategies
  • Wealth Transfer Strategies


*Registered representatives do not provide tax and/or legal advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

Business Strategies:

  • Employee Benefits
  • Group Health Insurance
  • Group Life Insurance
  • Group Disability
  • Malpractice
  • Property and liability
  • Business Financing
  • Executive Pay Structure
  • Transition Strategies
  • Exit Strategies
  • Buy-Sell Strategies
  • Key Person Insurance
  • Business Overhead
  • Commercial Insurance
  • Advanced Market Concepts