Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Vitality Investments, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Vitality Investments 3-Step Financial Planning Process


We understand that planning for income and preservation of assets during retirement can be difficult and confusing at times. Selecting an advisor who is trustworthy and has the right experience for planning during this unique phase of life can have a major impact on the results you achieve and the lifestyle you enjoy during retirement.

We have developed a targeted three-step planning process that allows you to comfortably progress through a safe and informational environment as we work closely together in designing a custom, mathematically correct solution for your specific retirement needs.

1. Discover

During this initial consultation, our goal is to thoroughly understand all of your important concerns, needs and objectives as they pertain to your retirement and lifestyle.

If needed, we can help you navigate the various options available to you within the financial services industry, as well as share with you our unique and proprietary concept that our clients have found extremely helpful over the years.

This enables you to have a clear understanding of what types of results you want to pursue using our customizable solutions — especially in contrast to other leading options in the marketplace.

2. Design

The second session is devoted to gathering and clarifying the important financial data we need to move beyond the conceptual discussion.

The goal of this second meeting is to work closely together in creating a formal portfolio draft designed to provide you with the target level of monthly income and preservation of principal throughout retirement, as well as any other important features in your custom plan.

3. Implement

The third session is devoted entirely toward addressing any final concerns or questions that you may have from a trust and credibility standpoint — whether it comes to the background check verification of our advisors or the strength and credibility of the insurance and investment companies we use to fund each portion of your newly designed portfolio.

Finally we outline a comprehensive roadmap that will help us to move forward with implementation, encouraging you to begin enjoying the income and benefits of your new tax-efficient retirement income plan.

We offer services in these three areas:

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.


IRA Legacy Planning

We can also refer you to professionals who provide the following services:
Vitality Investments has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

Charitable Giving
Estate Planning
Tax Planning

Insurance products are offered through the insurance business Vitality Investments. Vitality Investments is also an investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The Insurance products offered by Vitality Investments are not subject to Investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Vitality Investments is not affiliated or endorsed by the U.S. Government or any government agency.


Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 941.413.0331