Vital Planning Group LLC

 

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

 
 

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:

(888) VITAL01 or (888) 848-2501

Vital Planning Group has been founded by 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.

 
Calculators

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.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

More Newsletters →