Vivid Wealth Services.


Retirement Planning

Retirement is not what building wealth is about. Life is about building wealth to obtain financial independence, so that one may have the ability to live more or less as one wants to, within reasonable limits. This may not mean absolute freedom from work, but rather the ability to quit a bad job, go back to school, or start a new business without major sacrifice. This is done by replacing one’s income, in some fashion, though it does not come simply because people demand it or decide they want it. We help our clients the first step, and make a declaration of what you want, why you want it, and what you need to do to prepare yourself for it.

Your goals are unique and important; thus, you need a plan that meets your unique, and specific wishes. Through our process, we create a methodical retirement income strategy. We help you understand what is achievable, and what ways to best position your assets for financial independence. 

Your time is perhaps your greatest asset. Let our expertise save you time, and execute a financial independence plan so you can do the things you want to do in life.


College Planning

Planning to fund your child’s education, while also planning for your personal retirement can be a delicate balance for parents. Furthermore, knowing what savings vehicles to use, and when to utilize them, may be even more challenging. There is a common belief that the state’s “college savings account” is the best, and only way to save for college. Challenging this notion: what happens if the child gets a scholarship, or does not go to school? What about the best way to qualify for college aid, such as scholarships and grants, or understanding the best aid packages? These are all important questions when saving for college. Our advisors will work to understand your specific desires for family education, then how to best fund it.

In addition to working with clients, we are also a trusted partner with several high schools, and universities in the area. We regularly deliver an integrated workshop to help parents understand one thing: how to best pay, and plan for one of life’s largest investments: education.

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Estate Planning

End of life planning is never easy. Neither is the government deciding where your money, and assets go. Unfortunately, most individuals and families desire their own legacy plan, not the state specific plan, such as probate. This requires further planning, where our advisors work with you to best understand what vision you have for your legacy.

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Tax Planning

Perhaps one of the biggest barriers to wealth accumulation is taxes. The tax code is complex, thus creating a challenge in the form of proactive tax deferral strategies. Our advisors work with you to examine what ways we may decreases taxes, and their impact on your financial goals. This includes examining the impact and current environment of taxes today, and in the future.


Risk Management

Without identifying what potential risks a financial plan has, how is one properly financially planning? Life is full of roadblocks, and hurdles. One must plan for these to ensure there are safety nets, as protecting one’s family, life, and business is of the upmost importance.


Wealth Management

With thousands of products and tools, it is no surprise that wealth management confuses many. Our clients benefit from having a team of financial advisors coordinating the components that make up your financial world. We manage IRA’s, 401(k)’s, and various other investment account.

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Employee Benefits Planning

It is well known that many employees value benefits over simply being paid more. The turnkey benefits options employers may provide is often key to increasing retention rates. However, knowing what benefits (such as 401(k)’s, group health insurance, and group life insurance) are most suitable is a difficult task for many business owners. Through our independent ability to shop multiple carriers, we help you design the best benefits packages.