Virtus Financial Group

The Courage To Live Your Life

We are known for bringing our clients to the realization that they and their families will be okay no matter what.

Our vision begins with belief. We believe you deserve more – More from the financial services industry, more from your advisor, and more from your plan. You deserve better. You deserve the courage to live your ideal life. We invite you to join us in a relationship that can change your life. You don’t come here to simply become a client… you come here for the leadership, experience, and belief that leads to the freedom to enjoy the life you sacrificed for. For something you can’t get anywhere else; The Virtus Effect™.

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The Virtus Effect™

Our Process:

Step 1: Income Planning

On your personalized Virtus Effect™, we’ll evaluate your current income situation and we’ll help to ensure your expenses can be paid month to month with reliability and predictability. Next, we’ll help ensure that we’ve maximized your social security, look into your pension options and decisions, plan for a premature death of a spouse, inflation, and other considerations critical for your income plan.

Step 2: Investment Planning

Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals. By being an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient and high-quality portfolios.

Step 3: Tax Planning

The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability whether it is income taxes, capital gain taxes, or estate taxes and develop strategies to minimize the taxes you pay during your retirement, as well as when passing on your wealth to the next generation. With an in-house CPA, we have your back.

Step 4: Health Planning

Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare, or concerned about the high costs of Long-Term Care, we take the time to ensure that you know your options, and create a plan that matches your health and budget.

Step 5: Legacy Planning

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.

Meet Virtus Financial Group

Our team at Virtus Financial Group utilizes over 40 years of experience to help empower our clients through each step of their financial journey. At Virtus, we believe you deserve more. More from the financial industry, more from your advisor, and more from your plan. You deserve to reap the benefits from your hard work and for the sacrifices you have committed to for decades.

Using our trademarked planning process, our goal is to make sure you are going to be okay no matter what. Together, we will implement a plan that gives you the courage to truly live your life.

Advisors & Retirement Consultants

Tyler Wrezinski

Co-Founder

Andrew Hall, CPA

Co-Founder

Bernie Wrezinski

Founder Emeritus

Karson Lueck

Insurance Specialist

Josie Metzger

Service Advisor

Operations

Christine Hall

Co-COO

Linda Wrezinski, CHFC

Co-COO

Jodi Switzer

Receptionist

Toni Lueck

Administrator

Samantha Kelbe

Administrator

Jimma Parker

Outreach Coordinator

Join Our Upcoming Events

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