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.
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 portfolios.
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 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.
Investment Advisory Services are offered through Virtus Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through Virtus Financial Group, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product. No statements made shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax, legal or investment advice. Please consult the appropriate professional for specific information regarding your individual situation. Some of this material was developed and produced for marketing purposes to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
