How We Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Longevity Risk
- Tax Risk
- Medical Expenses/ Long-Term Care Expenses
We can help reduce these risks through a wide range of services, including:
Do You Have A Plan?
The work we do at Vogel Retirement Solutions is centered around helping you create a full financial plan that encompasses your goals, needs, and desires, so that you can enjoy the retirement lifestyle you want. Please watch this video from our business partner Fran Tarkenton, NFL Hall of Famer and Founder of Tarkenton Financial, on the importance of having a secure financial plan.
Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.