Contact Us
We welcome you to contact our team:
30-Minute Introductory Call â–¶
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.Â
Analysis Meeting – AFTER your Discovery Meeting we’ll schedule an Analysis Meeting.Â
Client Meeting â–¶
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.
Contact Information:
-
Phone: 626.358.5458
-
Fax: 626.604.0404
-
Email:Â info@vosbergwealth.com
Our Location:
224 W. Foothill Blvd.
Glendora, CA 91741
Get Directions
Our Step-by-Step Meeting Process
There is NO COST for this process. It is our goal to provide valuable information so that you can make an informed decision about moving forward. We feel that it is only fair for you to fully understand how we can be of service to you before you make any decisions.
Step 1
Step 1Introductory Call
We value your time and want to be certain that our expertise can be of service to you. During this 30 minute initial phone conference we will get to know each other and briefly evaluate your needs.
Next Step: If we are both a good fit, we will move to the next step in our process the Discovery Meeting . As we prepare for the next step, in order for us to fully understand your situation we request you to complete and submit a Pre-Meeting Questionnaire.
Step 2
Step 2Discovery Meeting
In this Discovery Meeting together we will take a look to understand your visions, your goals and concerns. In order for you to get the best response and prepare for this meeting, we will request a list of documents depending on your financial needs that will guide us through this meeting. These documents will need to be submitted prior to your meeting
Next step: We will schedule your Analysis Meeting to present and explain a personalized assessment of your current financial situation.
Step 3
Step 3Analysis Meeting
We are ready to present your Analysis! We will present and explain a personalized assessment of your current financial situation. As always, we encourage you to ask many questions and get involved.
Next step: Some individuals might need a couple of days to reflect on the analysis and others are ready to schedule the next meeting to become a client. If you are ready to be come a new client, we will schedule your implementation meeting to get you started with Vosberg Wealth. Have additional questions? Visit our Frequently Asked Questions
Step 4
Step 4Getting Started
We are excited that you have decided to begin working with Vosberg Wealth. As a New Client we will guide you through the implementation phase of your financial strategy that we have planned together. We will work with you and guide you every step of the way.
Introductory Call
We value your time and want to be certain that our expertise can be of service to you. During this 30 minute initial phone conference we will get to know each other and briefly evaluate your needs.
Next Step: If we are both a good fit, we will move to the next step in our process the Discovery Meeting . As we prepare for the next step, in order for us to fully understand your situation we request you to complete and submit a Pre-Meeting Questionnaire.
Discovery Meeting
In this Discovery Meeting together we will take a look to understand your visions, your goals and concerns. In order for you to get the best response and prepare for this meeting, we will request a list of documents depending on your financial needs that will guide us through this meeting. These documents will need to be submitted prior to your meeting
Next step: We will schedule your Analysis Meeting to present and explain a personalized assessment of your current financial situation.
Analysis Meeting
We are ready to present your Analysis! We will present and explain a personalized assessment of your current financial situation. As always, we encourage you to ask many questions and get involved.
Next step: Some individuals might need a couple of days to reflect on the analysis and others are ready to schedule the next meeting to become a client. If you are ready to be come a new client, we will schedule your implementation meeting to get you started with Vosberg Wealth. Have additional questions? Visit our Frequently Asked Questions
Getting Started
We are excited that you have decided to begin working with Vosberg Wealth. As a New Client we will guide you through the implementation phase of your financial strategy that we have planned together. We will work with you and guide you every step of the way.
For over 20 years, we have been honored to be a part of so many retirement journeys. Our goal through this process has always been to guide and educate – with NO PRESSURE. We do hope that through our process you will feel comfortable and fully understand your options and your choices –
Above all, feel confident in your retirement.
Still have Questions?
Planning for retirement can raise a lot of questions and we have compiled our most common questions that are often asked.
Ready to Get Started?
30-Minute Introductory Call â–¶
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.Â
Analysis Meeting – AFTER your Discovery Meeting we’ll schedule an Analysis Meeting.Â
Client Meeting â–¶
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.
