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Financial Planning

Your financial success depends on creating a roadmap and staying on course.

At Vested Advisors, we put your best interests first, and provide a holistic approach to creating your personalized financial plan. Our plans contain objective observations and provide actionable recommendations that encompass all areas of your financial life, including investments, insurance, taxes and retirement and estate planning.

We start with our GAIM Process:

  1. Gather - We start by gathering all the data and information we need from you to begin putting together a financial plan.
  2. Analyze - After gathering your financial information, we analyze the data to provide recommendations designed to help you reach your goals.
  3. Implement - We then implement our recommendations by educating you on the various strategies and products that will be used to reach your goals.
  4. Monitor - Finally, we track your progress over time through quarterly reviews. This will ensure that your plan is working and allow us to make any necessary adjustments along the way.

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