Vosberg & Associates

At Vosberg Wealth, we are dedicated to helping individuals create a secure and fulfilling retirement journey. With over two decades of experience in the financial industry, our team of experts is committed to providing personalized retirement planning services to individuals aged 50 and above. Our goal is to help our clients achieve their retirement goals without running out of money, ensuring they can enjoy their golden years with peace of mind and financial security.

Our Services

As a fiduciary, we are committed to providing advice in the best interest of our clients, taking a holistic approach to retirement planning. Our suite of services is designed to cater to the unique needs of each client, providing a comprehensive approach to retirement planning.

Retirement Planning

Our retirement planning services focus on securing your savings and helping you reach your retirement goals. We work closely with our clients to understand their financial situation, risk tolerance, and retirement goals, tailoring a personalized plan to meet their unique needs.

Social Security Planning

Our social security planning services ensure that our clients make informed decisions regarding their social security benefits. We provide guidance on the optimal times to file for benefits, strategies for maximizing their benefits, and the potential impact of taxes and inflation on their social security payments.

Investment Management

We help our clients reduce risk and maximize returns by providing investment management strategies tailored to their individual needs and risk tolerance.

Tax Planning

At Vosberg Wealth, we believe that tax planning is crucial in maximizing retirement income. Our experienced team works closely with our clients to identify tax-saving opportunities and implement strategies for reducing their tax liability.

Medicare Planning

Health care in retirement is a significant concern for many individuals. Our Medicare planning services help our clients navigate the complex choices involved in choosing a Medicare plan, ensuring they receive the best possible coverage for their healthcare needs.

Real Estate Investing

We offer guidance on real estate investing, a non-correlated asset class compared to the stock market. Our experts help our clients understand the various ways to hold real estate in their portfolio.

Educational Events

We host regular educational events focused on addressing financial concerns that individuals face in retirement. Our goal is to empower individuals by sharing our knowledge and providing solutions to help them make informed decisions about their retirement.

Social Security Book

Our latest book, "The Complete Retiree's Guide to Social Security", helps individuals understand Social Security benefits and how to maximize their benefits. Our book provides valuable insights on when to file for benefits, strategies for avoiding costly mistakes, and how to effectively plan for retirement.

Client Meetings

We offer personalized client meetings to discuss any needs or concerns our clients may have. Whether a client is new or already a Vosberg Wealth client, we are committed to providing exceptional service and ensuring their financial goals are met.

Free Informational Guides

We offer a range of free informational guides designed to provide valuable insights and guidance on various retirement planning topics, including preparation for inflation, reducing taxes in retirement, and creating a sustainable retirement income stream.

Contact Us

At Vosberg Wealth, we are dedicated to helping individuals create a secure and fulfilling retirement journey. If you're interested in learning more about our services or would like to schedule a meeting, please don't hesitate to contact us.