Our Process
We believe everyone deserves to enjoy a vibrant retirement filled with adventure. That’s why we created our custom, three-step Vitou Financial Fitness planning process — to help ensure you keep racing toward your dreams.
1. Warming Up
Just as you need to stretch before working out, we start with a relaxed introductory meeting that helps us ease into the process of understanding your financial fitness level and goals. This no-pressure visit also will allow you to learn more about our beliefs and operation. Together, we’ll decide if we’re “fit” to work with one another.
2. Starting Strong
This strategy session is when we begin analyzing all aspects of your financial goals and current portfolio (if one exists) to see if you’re on a healthy pace. Together, we’ll work to identify custom strategies, investment opportunities and products that can help you reach your financial fitness objectives.
3. Charging Ahead
This is the exciting moment when we finalize your custom financial strategy and put it into action so you can start running down your dreams. We also will constantly monitor your progress, adjusting your plan just as you would revise your workout routine based on performance.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
- Retirement Income Strategies
- Wealth Management
- Annuities
- Investments
- IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
- Asset Protection Strategies
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
- IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Insurance products are offered through the insurance business Vitou Financial Services, LLC. Vitou Financial Services, LLC. is also an investment advisory practice that offers products and services through AE Wealth Management, LLC. (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Vitou Financial Services, LLC. are not subject to investment advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Vitou Financial Services, LLC. is not affiliated with or endorsed by the U.S. government or any governmental agency.