Integrated Financial Planning & Investment Management
so you can worry less and Live Free, Financially.™
The chart assumes the hypothetical growth of $100,000 over 30 years with annualized returns of 5% and 8%. The returns and this chart are for illustrative purposes only and do not represent actual investment returns, trading activity, or performance.
The increase of 3% may be achievable by investment advisors who implement best practices and strategies for serving their clients. Specifically: suitable asset allocation using broadly diversified funds / ETFs, cost-effective implementation (expense ratios), rebalancing, behavioral coaching, asset location (allocation of assets between taxable and tax-advantaged accounts), spending strategy (withdrawal order), total-returns versus income investing. A link to the white paper supporting this claim can be found below.
Vault Wealth Strategies, LLC believes that our service offerings align with these best practices by either utilizing features that allow for them (i.e. offering commission-free, low-expense-ratio ETF trading, rebalancing, and tax advantaged accounts) and/or creating efficiencies through streamlined software so that our advisors can spend more time on best practices such as the ones described by Vanguard, listed above.
Source: Vanguard, Putting a value on your value, July 2022
The “Bullseye” There are 4 key areas that need to be coordinated to build a plan that lasts. The Bullseye is at the heart of the Vault Wealth System™, we may not cover it all during onboarding, but we will eventually. Our system is designed to ensure no stone is left unturned, again and again.
Onboarding We take the time on the front end to bring you on board to the Vault Wealth family and answer 4 key questions: What’s Known? What’s Important? What’s Possible? and What’s Next? Once we know where we’re headed, we’ll give you clear action steps tailored to your situation.
Ongoing We’ll be proactively reaching out to you with topics from The “Bullseye” prompting conversations and engagement. We don’t limit you to a specific number of meetings. We’re partnering with you on this journey, if things change or you just want to talk, we’re available.
Whether you’re just out of college or you feel like you should be saving for your kids college, we can help. Google causes lots of information overload, so we’ll help you understand what matters most so you can make the right moves.
We understand the challenge of keeping your personal finances separate from your business. Your time is valuable, you deserve to spend it building your business and the life you dreamed of. Not losing sleep wondering if you’re on track.
Healthcare, Equine, Attorneys, Engineers, IT, and more! A healthy income doesn’t automatically equate to financial freedom. We’ll help you turn a good earned income into passive & portfolio income so one day work can be optional.
You’ve worked hard and deserve to retire confidently. You shouldn’t have to worry about inflation or market dips. From Social Security to Medicare, we’ve got you covered. Know you're invested right and your finances are optimized.
Is your relationship with money serving as a catalyst in
accomplishing that purpose or a culprit in sabotaging it?
There's no obligation, no charge, and no pressure.
The goal of this meeting is to just get acquainted and find out if we are a mutual fit.
Find out who we are, how we work with clients, and what it would look like should you choose to move forward