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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Making the most of surprises is a great reason to work with us.