Redefine Your
Retirement Journey

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About Vivid Tax & Wealth Advisors

Cameron McCarty is a third-generation financial advisor helping clients reach their retirement aspirations like his grandfather did since 1955. The financial services industry continues to evolve as technology and information becomes readily available at client’s fingertips. But what we found in our industry is a disconnect of professionals.

Does your financial advisor, tax planner and estate planning attorney work together as a team? 
If the answer is no, shouldn’t the next question be…Why not? One professional can not be everything to everybody. At Vivid, we bring that team to you where we collaborate as one on your overall financial plan.

Make your retirement Vivid by surrounding yourself with a team today.

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WEEKLY TELEVISION PROGRAM ON

15-MINUTE RETIREMENT REVIEW

In just 15-minutes, we may change your view on retirement. Schedule your call today.

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OUR EDUCATIONAL SERIES

Join our upcoming Retirement Class. Whether you want to be at home listening online or if you want to see us at an event, it’s up to you.

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Here Is How We Can Help

Wealth Management

If your wealth grows, things don’t get simpler...it can get more complex. The more we have, the more we may be exposed to losing. Because of the long-term nature of retirement, it is important to have confidence that your portfolio is prepared to withstand the challenging times and is tailored to fit your individual needs.

Tax Planning

Income tax planning can play a pivotal role in the long-term results of your retirement plan. Many people don’t mind paying taxes, they just don’t want to pay anymore than they have to. That’s why we encourage you to look at your future tax liability during your retirement years.

Estate Planning

Estate planning can be an emotionally and financially complex task. It’s important to have plan in place to make sure the assets you’ve worked hard to accumulate during your lifetime, go to the people or organizations you care about.

Social Security Planning

Deciding when to take Social Security may be one of the most important financial decisions you’ll make in retirement. Whether you are single, married, divorced or widowed, there is a strategy for you.

Ready To Discuss Your Financial Future?

In just 15 minutes, we may change your view on retirement.

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Our Mission

As a financial planning and tax advisory firm in West Des Moines, IA, our primary focus is to understand your current situation and future goals, review each situation for the impact on taxes, and provide personalized strategies that are designed with your long-term goals in mind.

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Disclosure

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Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a Registered Investment Adviser. Insurance products and services are offered through Vivid Tax & Wealth Advisors, (VTWA), and individually licensed and appointed agents. Tax planning and preparation services are offered through Vivid Tax Center, LLC (VTC). VWM and VTWA do not provide tax or legal advice. VWM, VTWA and VTC are affiliated companies.

© 2024 Vivid Tax & Wealth Advisors. Check the background of our financial professionals on SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov

Vivid Tax & Wealth Advisors’ website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Vivid Tax & Wealth Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Vivid Tax & Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Nominations for the Des Moines Radio Group’s 2022 Des Moines People’s Choice Awards occurred from 1/9/2023 – 1/20/2023 with public voting from 2/6/2023 – 3/3/2023. Vivid Tax & Wealth Advisors was selected in the following categories: Wealth Management (18 contestants), Customer Service (46 contestants) & Financial Planner (9 contestants). Vivid Tax & Wealth Advisors did not pay to be recognized but has paid a onetime fee to use the award-winning logo for 5 years. The rating and award may not represent the experience of current or potential clients, does not imply special skill or expertise, nor guarantee future performance success or similar services. Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a Registered Investment Adviser. Insurance products and services are offered through Vivid Tax & Wealth Advisors, (VTWA), and individually licensed and appointed agents. Tax planning and preparation services are offered through Vivid Tax Center, LLC (VTC). VWM and VTWA do not provide tax or legal advice. VWM, VTWA and VTC are affiliated companies.