Vertical Financial Group

888-411-2590 |

Ongoing Comprehensive Services

Fully Integrated Solutions

As a full-service financial planning firm, many of the individuals that we serve view us as the family’s “CFO”—coordinating and integrating all critical components of financial planning. We can work as your single point of contact for all estate, tax, investment and insurance related needs to create a comprehensive financial plan. To learn more about our wealth management services, click here.

In addition to helping people get to and through retirement, we are experienced in “transition planning” for other significant life events including:

  • College savings
  • Financial questions surrounding death or divorce
  • Inheritance advice
  • Financial legacy planning
  • Charitable gifting
  • Tax- advantaged strategies

Ready to get started?
Schedule a consultation to discuss how Vertical Financial Group may be of help in reaching your financial goals, contact us today.