Guiding Your Retirement

Journey

Retirement Planning for Individuals Over Age 50

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Getting Started How it Works

  • 1-handshake

    Introduction

    Are you preparing for Retirement or Already Retired?

    We would like to understand your needs and goals in Retirement and get to know you. Contact us to Schedule a Call.

  • EXAMINE your current financial situation
  • ANALYZE your risk
  • IDENTIFY opportunities and
  • EVALUATE a long-term strategy
  • 3-analysis

    Analysis

    Once we have discussed, analyzed and fully understood your current status – we will present and explain a personalized assessment of your current financial situation.

  • 4-implementation

    Implementation

    Ready to begin your Journey with Vosberg Wealth?
    We'll guide you through the implementation phase of the financial strategy we have planned together. We will guide you every step of the way.

  • 5-checklist

    Monitoring & Adjusting

    With regular reviews we stay connected to ensure the plan is continually tailored to meet your retirement goals throughout your retirement.

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Services We Provide

As a Fiduciary, it is our commitment to provide advice in the best interest to the client on an independent, client by client basis. We specialize in Retirement Planning. In order to meet your unique needs and provide the best service possible, we specialize and offer a suite of services intended to help you feel confident in your financial journey.

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Retirement Planning

Our goal is to secure your savings and help you reach your retirement goals without running out of money.

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Tax Planning

Tax Planning is very crucial while planning to MAXIMIZE your Retirement Income. We’ll look at strategies for potentially minimizing how much you pay in taxes.

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Social Security Planning

The decisions you make today regarding Social Security can have a major impact on your monthly payment and the amount of taxes you might pay. 

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Medicare Planning

Health care in retirement... Are you ready? Navigate the complex choices when it comes to choosing a Medicare plan.

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Investment Management

We help retirement investors reduce risk and maximize returns to help you achieve your retirement goals.

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Real Estate Investing

Investing in Real Estate provides a non-correlated asset class when compared to the stock market. There are many ways to hold Real Estate in a portfolio.

Join us for a free, no-obligation event

Our educational events are focused on addressing financial concerns that individuals face in retirement. We empower individuals by sharing our knowledge on various options, solutions and ideas for those at, in, or near retirement. It is our goal to provide you with information that will help you make the right decision for your retirement journey.

Read Brian's latest book! The Complete Retiree’s Guide to Social Security

With more than 10,000 baby boomers retiring daily, it is more important than ever to understand your Social Security benefits. “THE COMPLETE RETIREE'S GUIDE TO SOCIAL SECURITY" will help you better understand the basics of Social Security and ways to maximize your benefits. You will learn:

social-security-book

  • How Social Security works

  • When to file for benefits

  • Ways to avoid costly mistakes

  • Strategies to maximize benefits

  • And more!

Get the first chapter FREE or order your copy today!

Fill out your information below to download your free chapter.

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VOSBERG WEALTH

FIRST TIME contacting us?

WELCOME, we’d love to chat!
We invite you to schedule your 30-minute introductory call.

ALREADY spoke to us recently and need a follow up?

Schedule your Discovery or Analysis Meeting.

  • 30-Minute Introductory Call ▶

    Are you new and have questions? WELCOME, you’re in the right spot! Schedule your first no cost 30-Minute Introductory Call.

  • Discovery Meeting │ Analysis Meeting ▶

    Schedule either of these meetings below:

    Discovery Meeting – this is the next step AFTER your Introductory Call. 

    Analysis Meeting – AFTER your Discovery Meeting we’ll schedule an Analysis Meeting. 

  • Client Meeting ▶

    Are you currently a Vosberg Wealth client? This section is exclusively for clients that would like to schedule a meeting to discuss any needs you may have.

Free Informational Guides

Are you prepared for retirement? or

Can you get more out of retirement?

Do these concerns or topics sound familiar?

  • What Can I Do to Prepare for Inflation in My Retirement Plan?
  • Am I Paying Too Much in Taxes in Retirement?
  • Can My Money Really Last Decades in Retirement?
  • Social Security Decisions…The What, When, Who and How?
Claim your FREE INSTANT informational guides today.

Contact Us Today

Ready to Take The Next Step?

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

Contact Us Today

Or give us a call at 626.358.5458.