We help professionals and business owners find the financial balance to live well now, retire with confidence and leave a meaningful legacy.
The financial marketplace can be confusing. We’ll set you on the right path by putting focus on the ten most important factors that lead to financial independence!
Vindex is Latin for Advocate. We are your advocate, simplifying the financial landscape and acting as the catalyst to get your most important priorities accomplished.
We are a multi-tiered company. Our team brings decades of experience in financial markets, insurance and general business. Our company has a 30-year track record of serving clients and dozens of support staff. Our relationship with Guardian Life Insurance Company affords us access to the nation's most notable team of tax and legal experts.
We combine concierge level service and care with comprehensive advice. And, we guide you using benchmarks that have proven to be the ten most important factors that lead to financial independence.
We use The Living Balance Sheet to organize your finances. Then, we compare your current financial position to our objective success benchmarks. Finally, we work with you to create an action plan to close the gap and get you on the right track.
Steps to consider so you can potentially accumulate the money you'll need to pursue th
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Managing your money involves more than simply making and following a budget.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.