Broker Check

Annuities as Philanthropy

for Your Retirement

We investigate hundreds of annuities from all the best insurance carriers to find the best match for your goals. The best part, you get to be philanthropic while securing your retirement portfolio. How it works - we'll make a donation to a charity of your choice equal to 1% of your paid premium.

Driven by <strong>Your Family's Goals</strong>

Driven by Your Family's Goals

At Vivid Financial Group, our mission is to build credibility and trust by prioritizing your unique financial aspirations. We are dedicated to offering a boutique experience that aligns with your lifestyle.

Tailored Wealth Strategies Services

Retirement Strategies:

Retirement Strategies:

We help you navigate the transition into retirement, aiming to manage cash flow and prepare you for the road ahead.

Portfolio Management:

Portfolio Management:

Wealth management is a dynamic process. We continuously evaluate your investments to align with your personal risk tolerance and objectives.

Risk Management:

Risk Management:

Protecting what you have built is a priority. Let us work together to find strategies intended to manage financial risk to you and your family.

Our Process

A Simple, Comprehensive Process

  • Are you seeking growth potential with safety, supplemental income, legacy planning, or all the above? We begin by understanding your current financial situation, family goals, and vision for retirement.

  • We review your risk tolerance and current investor profile to see if they line up with where you want to be investment wise. Utilize our Color of Money Risk Analysis to see if your assets align with your risk tolerance and investment objectives. Click here to use this link.

  • We provide long-term strategies and comprehensive solutions that are expertly tailored to meet individual needs. We want you to understand your options, have risk management, and have cash flow considerations. Our Retirement Compass Report will be your personal long-term retirement plan.

  • We present options, clear communication, and transparent fees/pricing.

  • At Vivid, we have flexibility and adaptability. We can quickly adjust to clients’ needs and market conditions, ensuring the financial strategies remain relevant. We provide hands-on guidance and dedicated support. We complete portfolio reviews and tax strategies to be as tax conscious as possible.

  • We’re a boutique wealth management firm that provides concierge-level service. We get to know our clients and their own unique situation in life. We come with a partnership mindset for long-term success and provide customized support to help achieve financial objectives.

Learn More about <strong>Our Team</strong>

Learn More about Our Team

Founded by a team of productivity enthusiasts, we understand the struggles of juggling multiple tasks, deadlines, and team projects.

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What are the Basics of Estate Strategy?

We take a very holistic approach to your estate needs, starting with your family’s makeup and your needs and goals. Creating an optimal strategy for your estate is more than just managing estate taxes. It’s about organizing your assets, so they pass to your family, loved ones, or a charity in the manner you wish. We’ll help you maximize your estate while keeping your financial needs in life in mind. Estate strategy is really about control, clarity, and protection.

Where Will Your Retirement Money Come From?

Vivid Financial Group will help you plan every aspect of your retirement income, including Social Security, pensions, 401(k)s, IRAs, and other new strategies that may benefit you. We will help you find tax-advantaged ways of sustaining you through retirement. As an independent group, we are not limited in terms of our products, unlike other firms with a big bank or insurance company name on their door.

How Will Working Affect Social Security Benefits?

Working doesn’t automatically “penalize” you, but timing and income matter. In many cases, continuing to work can increase your long-term benefits, especially if you haven’t reached full retirement age yet. Let’s review your customized Social Security Maximization Report together.

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A Relationship Built On Trust

Discover how Vivid Financial Group can help you navigate your financial future. We want to hear from you.

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