https://www.vitalstonefinancial.com/services daily 0.75 2024-12-03 https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599592280714-IAP2GFYQOEKRL2OYN6QR/vs_focused-on-the-goals_sm.png Services - Investment Management People often think of retirement in abstract terms – far away, undefined, difficult to envision. As a result, more people are unprepared to retire than ever before – according to the Insured Retirement Institute’s 2019 study, 45 percent of baby boomers haven’t put a single penny toward their own retirement. https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599592133483-QLSUL6YZDXL2A66L4RMV/vs_couple_sm.png Services - Financial Planning Our team of financial planning professionals will design a plan that evaluates your current situation by analyzing your assets, income and expenditures. We provide regular reviews and modifications, ensuring that your financial plan stays current and dynamic. https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599592762830-4IW499H2A2XKTZ71R2A8/vs_estateplanning_sm.png Services - Business Planning For business owners, your business is one of your largest assets. We help to evaluate your business risks, plan succession, review employee benefits, and plan for employee education. https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1602275212650-IHZUJ1BUPQ7IF91KBQMU/Old+couple.png Services - Legacy Planning Your legacy is much more than your assets. It’s your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave. https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599594936827-DR8YMR5S4AQ82G8L1YW0/image-asset.png Services https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599595114193-LAUA4CHEN2AFZKO7NS8C/VSF_Triangle_grey.png Services https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599595052253-PVNHQ9ZHRSTPBSV5DN9D/VSF_Triangle_navy.png Services https://www.vitalstonefinancial.com/home daily 1.0 2025-12-19 https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599590363929-REX56T58OGYXN873XHT4/vs_technology.png Home - We Adapt to New Opportunity. Vitalstone’s portfolio management adapts to the modern market, finding opportunity that others may have left behind. https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599590404117-R3IBS9VMHT5PIUVC6V48/trust_technology_sm.png Home - Trust is earned. Our Mid-Career assessment for new clients is offered to qualified clients at no cost. Before we ask you to invest with us, we invest in you. https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599590676926-MDARADS6DA5EQ11HGITJ/VS_professional.png Home - We’ve been in your shoes. Our team’s history in medicine and entrepreneurship positions us to understand the challenges and opportunities you face as an advanced career professional. https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599849729694-LU4HU76Y6BJEFIPHT6N6/IMG_2793.jpg Home - “We have to earn the trust of the client every day, every month, every year. Continuously earning your business is part of our DNA.” — Jason Odette, Vitalstone Co-Founder https://www.vitalstonefinancial.com/about daily 0.75 2025-05-14 https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599846061844-AGG6U94R0A22WN6QL7TW/chris.png About https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599846042551-8HOGTIPDN8896V5142C8/james.png About https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599846087043-D7AQNI00ZLRZFVRHEF9W/jason.png About https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599847054878-WTEME2QINU11NX7ZTMJE/marriott.png About https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/3a255488-0566-462a-8be9-ffbfe954816f/thumbnail_J+Headshot.jpg About https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599846359847-C63L70VU6OW0B9UWYY16/Maria.png https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1599846483318-31VA29CCS7P6VA7NAMEN/lydia.png https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/3c815385-4315-4f8c-983d-465a11b34806/thumbnail_Shipp+Family+Photo.jpg https://www.vitalstonefinancial.com/contact daily 0.75 2025-12-19 https://www.vitalstonefinancial.com/client-portal daily 0.75 2024-11-19 https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/a58209e7-41be-4171-b5fd-79407a07ed64/Screenshot+2023-09-13+at+11.01.03+AM.png Client Portal https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/1633556833672-BLRBY2OTY2CGBEDJ0SBT/VS_EmoneyButton_6Oct21.png Client Portal https://images.squarespace-cdn.com/content/v1/5f4fd9dd7ebfe016cfd87c95/47f79df5-1685-4a28-bc18-d5c4b6c62e8d/Screenshot+2023-09-13+at+11.29.30+AM.png Client Portal