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