planning for now,
Planning for the Future,

planning for you

Discover what financial plans tailored to your dreams can do for your retirement.

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3 Easy Steps:

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Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Sustainable Retirement Strategy plan, we’ll examine your current financial situation and determine your retirement needs.

Plan

Receive a custom strategy to help you reach your unique retirement goals.

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Have you considered inflation's impact on your retirement?

Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:

  • What causes inflation?

  • Is my retirement at risk?

  • Why is the rate of inflation rising?

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

The divorce rate has doubled for Americans age 50+ since 1990.

While your retirement plans may shift due to divorce, it is possible to get through a divorce without having to start over. This guide will help you understand the following concerns you may have, among others:

  • How to split assets and who to turn to for help

  • What documents you’ll need for divorce proceedings

  • Where you’ll need to consider updating beneficiaries

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

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Need more info?

Attend a live workshop


Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Check back later for upcoming events.

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Retirement Tips

On the Air


Tune into Refining Retirement on News Talk 1280 WGBF-AM on Sundays from 10 to 11 a.m. and on WOMI-AM on Saturdays from 8:30 to 9 a.m. and Sundays from 9 to 9:30 a.m.

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Let’s Get Started


Fill out the form below to schedule your one-on-one meeting with Vineyard Financial. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

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