Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Vertex Capital Advisors, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Retirement Income Design Experience®

The Retirement Income Design Experience® is designed to help you discover your true goals and priorities and then align your financial resources with a plan to achieve those goals. With this process, you can expect to take control and be an active participant in your success.

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    The GPS Conversation

    Our first visit together will focus completely on you. We will discuss your specific goals and priorities, along with how you measure success. Also, we will answer any questions you may have regarding our compensation and how we may potentially work together.

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    Designing The Route

    The primary objective of this phase is to gather as much information as possible about your existing financial resources. We will begin to analyze this information so that we have a clear understanding of how your capital is currently working for you. After we have completed our initial analysis, we will begin crafting a strategy that aligns your financial resources with your goals and priorities.

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    Program The Course

    This phase is one of the most anticipated visits for our clients. We will present the strategies and recommendations that our team has designed on your behalf. The goal of this meeting is to review these recommendations and allow you to decide which strategies are best suited to keep.

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    Start The Journey

    This phase is all about action. We will begin to implement the plans and strategies you have chosen to secure your financial future. Our goal is to make this piece of the process as easy and efficient for you as possible.

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    Retirement Wealth Checkpoints

    Throughout your time with us, we will continually monitor and review your strategies and plans to be sure that you remain on course to meet your goals. We are always available to you should anything arise; however, we want to meet with you at least once a year to check in and review your progress.

We offer services in these three areas:

Build

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
 

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 704.556.1388

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