Vital Planning Group LLC




Planning is vital for your financial independence.  Work with Vital Planning Group to do it right.





At Vital Planning Group,

We empower corporations to:

Attract, hire and retain qualified people by choosing the right retirement plan.

Structure optimal benefit plans.  This will keep employees happy without wasting corporate dollars.

 

We also help individuals to:

Maximize their group benefits offered by your employer and the government.  There might be a gap between what you receive and what you need.  We help individuals to bridge this gap by first reviewing and maximizing what they get at no additional cost.  A financial needs analysis would uncover, if more planning is needed for our clients:

a.  To protect their family in the event of death or disability of the breadwinners,

b.  To send their kids to any college they desire

c.  To have enough money to retire comfortably

d.  To pass their wealth to their heirs in the most tax efficient manner

Please enjoy the resources at "Learning Center" to the right to review various topics, written in an informative and entertaining style. You can also click on the "About Us" and "Our Professionals" links to learn about the backgrounds of the members that make up our team.

To subscribe to our e-newsletter "Let's Talk Money", or for a free, no obligation "get acquainted" meeting to explore your financial planning needs, please call us at the numbers below:

(732) 326-5359 or (732) 326-5312

 

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Go Green, But with Care

Socially responsible investing has become a force to be reckoned with.

More Newsletters →