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Long Term Care Insurance. Integrated Financial and Insurance Solutions. Vault Financial, LLC is an independent, fee-based registered investment advisor located in Scottsdale, Arizona. Our goal is to be your trusted advisor when it comes to financial and insurance solutions. We specialize in risk adjusted portfolios and retirement income planning. Client assets are held with non-affiliated third-party custodians. Charles Schwab is our preferred custodian for client assets.

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Long Term Care Insurance. Integrated Financial and Insurance Solutions. Vault Financial, LLC is an independent, fee-based registered investment advisor located in Scottsdale, Arizona. Our goal is to be your trusted advisor when it comes to financial and insurance solutions. We specialize in risk adjusted portfolios and retirement income planning. Client assets are held with non-affiliated third-party custodians. Charles Schwab is our preferred custodian for client assets.
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Long Term Care Insurance. Integrated Financial and Insurance Solutions. Vault Financial, LLC is an independent, fee-based registered investment advisor located in Scottsdale, Arizona. Our goal is to be your trusted advisor when it comes to financial and insurance solutions. We specialize in risk adjusted portfolios and retirement income planning. Client assets are held with non-affiliated third-party custodians. Charles Schwab is our preferred custodian for client assets.

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Services

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Financial and Insurance Solutions. Financial Planning and Retirement Income Planning. The process of understanding your current financial situation, assessing your current and future cash flow needs or surplus, identifying and prioritizing your financial goals, and developing a strategy that matches your financial goals with your cash flow situation. Your financial plan can serve as a foundation for your financial growth and stability. Click here to learn more about Financial Planning.

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Retirement Income Planning

http://www.vaultfinancial.net/VAULT_SITE/Retirement_Income_Planning.html

Think of your expenses and income sources as having their own buckets, each bucket having its own character. For instance, all expenses that are required for you to live should be grouped together in the Required Expenses bucket. Use the following diagram to assist you in placing your expenses and income in the various buckets : Required Expenses, Lifestyle Expenses, Fixed Income, and Variable Income. What is Retirement Income Planning? 5 - 7 Years Before and After. Where Do I Stand?

4

Insurance Planning

http://www.vaultfinancial.net/VAULT_SITE/Insurance_Planning.html

The Importance of Insurance. Insurance is an often overlooked, but integral part of one’s financial security and estate plan. It is essential that your insurance solution fits your current and future needs. Each person’s insurance needs are going to differ depending on financial resources, current age, current health, employer’s benefits package, risk tolerance, purpose (i.e., income replacement or estate enhancement), etc. Types of Insurance Products Offered. Long Term Care Insurance. If my spouse or I ...

5

Financial Planning

http://www.vaultfinancial.net/VAULT_SITE/Financial_Planning.html

What is Financial Planning? It’s the process of:. Understanding your current financial situation;. Assessing your current and future cash flow needs or surplus;. Identifying and prioritizing your financial goals; and. Developing a strategy that matches your financial goals with your cash flow situation. Why is a Financial Plan Important? What Are the Various Stages of a Financial Plan? Types of Financial Plans. Meet and Gather Financial Information. Develop Customized Financial Plan.

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Long Term Care Insurance. Integrated Financial and Insurance Solutions. Vault Financial, LLC is an independent, fee-based registered investment advisor located in Scottsdale, Arizona. Our goal is to be your trusted advisor when it comes to financial and insurance solutions. We specialize in risk adjusted portfolios and retirement income planning. Client assets are held with non-affiliated third-party custodians. Charles Schwab is our preferred custodian for client assets.

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