What we do for you.

Vail Financial Advisors provides comprehensive financial planning and investment management services for clients nearing retirement and living in retirement.

You will get a comprehensive financial plan managed through our innovative financial planning software, with customizable add-ons such as investment management and tax planning.

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Plan it.

In our first meeting, we'll discuss the issues most important to you.

  • Discover what you’d like to achieve from a planner relationship

  • Explore goals and objectives for a successful plan

  • Define how we move forward with clear expectations and next steps

Explore your concerns and questions.

  • How much money will I need to retire comfortably?

  • What is the best way to withdraw money from my accounts when I’m retired?

  • When and how to file for Social Security?

  • How can I minimize taxes in retirement if I have a pension or choose to work part-time in retirement?

  • Should I convert my IRA or 401k to a Roth IRA?

  • Do I have enough insurance for my spouse if something should happen to me?

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Build it.

We’ll review your plan with various alternative scenarios for you to review.

  • Analyze your current situation to determine how you are doing with your current plan

  • Incorporate your goals and objectives to create a personalized plan for success

  • Implement the plan best suited for you to achieve your goals

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Asset Allocation

We analyze your current allocation and recommend an appropriate target portfolio.

 
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Sector and Style Analysis

We drill down into specific market sectors and styles.

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Concentrated Position

We alert you if you are taking too much risk in certain stocks.

 
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Tax Planning

We recommend which tax advantaged investment strategies make sense for you.

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Track it.

  • Periodic follow meetings to keep you on track

  • Easy to use, digital onboarding using our financial planning software

  • Full account aggregation to link bank accounts, credit cards, and externally-held investment accounts so you have a full financial picture

  • Access to our mobile app to keep you informed and track your progress anytime, anywhere

  • Clear and concise statements

  • We’re always here to answer questions!

Your personalized financial journey starts here.