Vine Wealth Management
What’s in a Tag Line… “Investing for Life”
This is job one for us—investing your money in an informed and skilled manner. We provide the guidance to build, manage and protect your family’s wealth. We know that having the freedom to enjoy your day and your future, starts with well-crafted investment and risk management plans.
At Vine, we want to help you discover what it’s all about. What am I investing for? Too often, investing is about creating a magic number, or date. While its important to know how much it’s going to take for you to retire comfortably (and we will help you create that number), we at Vine want to help you also plan for a life where your values and interests are lived out both today and tomorrow.
We want to create a relationship that gives you the sense of assurance that comes from knowing you have found the right financial partner to help you get what you want from life. We take this very serious as it means we need to know your family and your life desires, and we need to be able to build financial strategies and teams that help create a life long relationship that does its part in producing the life you desire.
Once we have this information, we get busy providing you with strategies and options for creating a better financial picture for you and your family.
As an independent financial firm, you can rest assured that the strategies we provide are based on honest guidance. We are not bound to sales quota’s, preferred vendor agreements, or in-house products. We have access to thousands of investments choices, and yet we know the ones that matter most are the ones that will make a difference for you, our client.
Our Mission: To provide clear guidance for how your finances and life desires can be invested together to help create a life well lived in all stages of your life.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A letter of instruction provides additional and more personal information regarding your estate.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The true cost of raising a child may be far more than you expect.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
How do the markets usually react to elections? Was the 2016 election any different?
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.