Retiree / Pre-retiree

Every life is unique.
Your family is unique to you.
Your dreams are unique to you.
Your financial position is unique to you.

We are uniquely accomplished at helping retirees and pre-retirees find the financial balance to live the life you’ve worked so hard for, while scripting a legacy of significance.

You worked hard for the success you achieved. You took calculated risks to accumulate assets for a comfortable retirement. Now, it’s time for those assets to provide consistent, reliable income for a worry-free lifestyle.

How do you strike a balance between lifestyle and legacy, without sacrifice?

Let Vindex Financial Partners show you the way. Vindex is Latin for Advocate. We are your advocate, helping to highlight and simplify the most important decisions. We are here to champion the dual cause of a fruitful, worry-free retirement and a meaningful legacy.

Our team brings decades of experience in counseling clients toward these goals. We’ll help you assess your resources and develop a plan for prudent deployment of assets.

And we make it SIMPLE!

Our retirement planning approach:

• Compile and organize information
• Objective evaluation or needs, desires and resources
• Establish an action plan to meet income and legacy desires

Just imagine…being able to focus your energies on your family and charities, with uncommon clarity toward a secure retirement and an impressive legacy!