Breathe life
into your retirement

Discover the power of retirement planning that’s based around you.

Get started in 3 easy steps:

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Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using The Vitality Investments 3-Step Financial Planning Process , we’ll examine your current financial situation, and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.

Get started in 3 easy steps:

1

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

2

Using The Vitality Investments 3-Step Financial Planning Process , we’ll examine your current financial situation, and determine your retirement needs.

3

Receive a custom strategy to help you reach your unique retirement goals.

annuity-myths

Do you believe these 5 annuity myths?

In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Upcoming Events:

January 25, 2025
SOFA Changing world of Retirement Seminar
9:30 am | University of North Carolina at Chapel Hill – Rizzo Center-Loudermilk Hall
February 1, 2025
SOFA Changing world of Retirement Seminar
9:30 am | University of North Carolina at Chapel Hill – Rizzo Center-Loudermilk Hall

As Seen In:

new-kiplinger

The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.