We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.
A strong process is the best way to create a more financially sound plan that seeks to protect your needs now, and for the future, in a tax efficient manner.
To provide a world class experience to our clients and professional partners in the areas of financial planning and wealth management. Americans are facing a retirement crisis: social security is not enough to live on; pensions are few and far between; families have not saved enough to enjoy a long retirement. Vivant Financial Services has a mission to help our clients avoid the great American retirement crisis and plan, prepare, and prosper now and in their later years.
We build long-term relationships by focusing on our core values:
Above all else, we value the trust and confidence our clients show every day by allowing us the opportunity to serve their financial planning and wealth management needs.
A community of fanatical advocates who find value and appreciate the services we provide and introduce us with complete trust and confidence to other people who are looking for a relationship with a team of financial planning and wealth management professionals.
