The Power of a Financial Firm. The Strength of Community.
Welcome Home to Vivid Wealth Management
When you look for help in your retirement income strategy, you want seasoned professionals, but you also want to be more than a number in line. Vivid Wealth Management has a combined 70+ years of financial industry experience yet provides the hometown hospitality you expect from your neighbors.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Asset Maximization
Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Income Planning
At %%COMPANY NAME%%, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Retirement Planning
New Generation Retirement® is a holistic approach to retirement planning. It consists of a five-step retirement planning system that our office and clients work through together.
Tax Strategies
One part of building your retirement is estimating your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize to take into account taxation.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.