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:

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

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

 

We also help individuals to:

Maximize their group benefits offered by their employer and the government.  There might be a gap between what they receive and what they 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 in helping our clients:

a.  To protect their family in the event of death or disability of the breadwinner(s),

b.  To send their kids to the college they desire,

c.  To have enough money to retire comfortably,

d.  To pass their wealth to their heirs in a 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) 326-5364

Vital Planning Group has been founded by its current president Burak N. Alpaslan who has been in the financial services business since 1995.  Associates of Vital Planning Group LLC are licensed and registered with AXA Advisors, LLC.  

Vital Planning Group and AXA Advisors do not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.

 

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