Meet the guide who can help you
pursue your goals
We help individuals and families take steps
toward their ideal retirements.
Meet Your President
Retirement planning is like a hike. Work with a trip leader who knows the trails ahead.
What will your adventure look like? Whether it’s supporting children or grandchildren through college, giving to charity, traveling to places around the world or ensuring you have an abundant retirement with enough to pass on to your heirs — make sure to be prepared, plan for the unexpected, listen to the warnings of others who have lost their way and get on the best path to a brighter future.
David Vogel President
Dave Vogel is passionate about helping people achieve financial confidence. Since founding Vogel Retirement Solutions, LLC in 2013, he has helped hundreds of people work toward realizing their dream retirement. He does this by building real and transparent relationships with his clients based on trust, integrity and a practical approach. He focuses on informing his clients about how to produce secure and sustainable retirement income distribution they cannot outlive.
A New York native, Dave has been helping others manage and protect their money for more than 30 years. He began his financial services career at EF Hutton, was a senior vice president at Lehman Brothers and later a branch manager at Raymond James Financial Services before starting his own independent financial firm, specializing in retirement income planning.
Dave uses his experience and knowledge to help people create income, protect their nest egg from market losses, optimize their Social Security benefits, leave a legacy for loved ones and gain financial confidence in managing their retirement assets.
Since 1982, Dave has happily called Atlanta his home sweet home. He loves nature and indulging in the amazing international cuisine the city has to offer. He is an avid hiker, a trip leader with the Atlanta Outdoor Club and a past organizer of the Buford Highway Foodie Meetup group.
Dave’s family is his pride and joy. He enjoys spending time with his wife, Kim; hiking; and attending live theater and musical events. Married for over 36 years, Dave and Kim have an adult daughter, Michelle, who is a UGA graduate and earned her master’s degree in public health from Johns Hopkins University.
Ready to Take The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.