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Complete Tax & Wealth Planning Firm
Preparing for retirement is a life-long journey that demands solutions that can adapt to dynamic lifestyles and investment markets. That's why we are dedicated to providing investment management, tax-efficient strategies and strategic wealth planning to those in and near retirement. As a financial and tax advisory firm, our primary focus is to understand your current situation and future goals, review each situation for the impact on taxes, and provide personalized opinion that are designed to achieve long-term investment results. Simply put, we strive to be our clients’ trusted advisor.
With this highly skilled team in place, our goal is to help preserve your assets and help ensure your legacy. We provide you with a customized plan that takes into consideration your current portfolio as well as your unique financial goals. We’ll create a tailored, easy-to-understand plan that maps out step by step the path to your financial future.
With our complete 360 approach to tax and retirement planning, you’re in expert hands with Vivid Tax.
TAX
PLANNING/PREP
WEALTH MANAGEMENT
SOCIAL SECURITY PLANNING
FINANCIAL FORECASTING
RISK
MANAGEMENT
ESTATE
CONSERVATION
What Makes Us Different
We Have High Standards
We Are Independent
You have high standards, and so do we. We hold ourselves accountable to the high standards of the American Institute of CPAs, which sets ethical standards for our profession.
We work only for you – not a bank, brokerage firm, insurance company or mutual fund. Our recommendations are based upon what we feel is best for you, not what is best for a third-party provider.
Tax-Smart Second Opinion
Learn how tax-efficient strategies can help you keep more of your hard-earned retirement money.
Our specialized team of Tax Professionals and Financial Advisors can show you how you could manage your taxes in retirement.
Request Your No-Cost
Tax-Smart Second Opinion
We Are A Fiduciary
Our Team Is Your Team
A fiduciary is a professional who is legally bound to serve the interest of his/her clients above all else. Most financial providers are not fiduciaries. Vivid Tax is a fiduciary and puts your best interest first. Always.
The most effective wealth management strategy is one that integrates and coordinates all forms of financial planning. That’s why your team at Vivid Tax will include tax and legal professionals, who work together to innovate a retirement plan from a tax-smart perspective.
Meet Our Team
Our Affiliations
Leverage Social Security
FFEBA (Federal Employee Benefits)
As you approach retirement, deciding how and when to apply for your Social Security Benefits directly impacts the monthly amount you’ll receive for the rest of your life. To avoid costly mistakes that lower your benefit, it’s crucial for you to understand Social Security’s complex filing rules. That's why at Vivid Tax we educate our clients about their options on when and how to elect their Social Security.
We are proud to have been chosen by Leverage Social Security as the local expert to help educate individuals on this very important life decision. For information about upcoming Social Security seminars, contact us at 515-480-7593.
Federal employees have some of the best retirement benefits available. But the challenge is making sense of the many options and understanding the complex exceptions, provisions, and exclusions. That's why FFEBA helps educate federal employees about their unique benefits.
Because of our knowledge and expertise in federal employee benefits, we have been chosen by FFEBA as the local benefits specialist. For information about upcoming federal benefit seminars, contact us at 515-480-7593.
Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC does not provide tax or legal advice and is not affiliated with Vivid Tax Advisory Services, LLC. Vivid Tax Advisory Services, LLC is not affiliated or endorsed by the Social Security Administration or any government agency. © 2018 Vivid Tax Advisory Services, LLC.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Vivid Tax Advisory Services, LLC at info@vividtaxadvisory.com.
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