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Archive for July 2024

The Sustainable Retirement Plan

By chaesare | July 23, 2024 | 0

Dana and Brad discuss Social Security as well as building a sustainable retirement plan.

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Answering Listener Questions

By chaesare | July 23, 2024 | 0

Dana and Brad discuss some common questions Brad receives about retirement

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401(k)s and Job Fulfillment

By chaesare | July 16, 2024 | 0

Dana and Brad discuss different retirement accounts and the potential tax implications of each, as well as the current state of the job market.

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    • Financial Services
      • Retirement Income Planning
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    Contact Us

    Phone: 812.474.6200
    Email: [email protected]

    Main Office

    20 NW 3rd Street, Suite 300
    Evansville, IN 47708
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    Office of Convenience

    10475 Crosspoint Blvd Suite 250
    Indianapolis, IN 46256
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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.

    Licensed to sell securities in the following states: FL, IL, IN, KY, NC, OH, TN & TX.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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