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We offer a comprehensive set of products, such as annuities, that can help you create a balanced and flexible plan for reaching your retirement goals. 

  1. Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

  2. social security maximization

If you wait until age 70 to claim, you can increase your benefit by 8% a year beyond your full retirement age. Be aware that 50% to 85% of your benefits may be subject to federal taxes if you're at a certain income level after you begin receiving Social Security. (USA)

 

 Things are very different today. Social Security planning is now a vital element in securing income sufficiency in retirement and there are strategies to maximize your benefits.

  • Navigating Social Security income can be complicated, but there are strategies to maximize your Social Security benefits.

  • Working for 35 years or more will help ensure you get the most money when your benefit amount is calculated.

  • Earn as much as you can right up until full retirement age (or past it) to max out your benefit.

  • If you wait until age 70 to claim, you can increase your benefit by 8% a year beyond your full retirement age.

  3. Business growth and planning;

We believe small businesses are the backbone of America and the world beyond. At Vesto stocks, we do our utmost to help you thrive in today's competitive marketplace. while booming small businesses into competitive firms over the years Vesto advisors are determined in giving your business that thrive to the top, by due process of following strategic moves.

  4. Smarter wealth management

At Vesto stocks financial advisory We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisor's mission is to enhance your life by helping create sound, financial strategies and management.

 Managed accounts are personalized with customized portfolios to match the specific risks, goals, and needs of the account holder. Financial statements don't tell you everything about a company's health, neither will an individual statement. Our management and advisory services contains such factors and forensics that indicate hidden loopholes.

If needed, we can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

Retirement income planning;

Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to more conservative, fixed-income products.

cooking couple

According to a recent study, for a married couple age 65 there is now a 50 percent chance that at least one spouse will live to age 93 and a 25 percent chance at least one spouse will live to age 97.1 This means that you may need to plan for your retirement savings to potentially last 25 to 30 years.

​A significant financial loss just prior to or after you retire could negatively impact the level of income you receive over the course of your life. We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for long-term growth as well as guarantee* income throughout your retirement.

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social security maximization

Choosing when and how to withdraw your social security can be a tough decision. A number of factors, including your marriage status, can impact your options. Drawing social security income at the wrong time could have repercussions that could leave you with less benefit than you expected.

We can help you navigate the ins and outs of this important aspect of your retirement strategy, and take steps to maximize your social security income.

Investment Chart

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. investing is commonly used to build up a business financial momentum. Here at Vesto stocks we make growth so easy.

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How do we make your small business thrive?

  1. Building a sales funnel.

  2. Utilize a customer management system.

  3. Research the competition.

  4. Create a customer loyalty program.

  5. Form strategic partnerships.

  6. Leverage global platforms.

these being the common areas where financial adviceing and management fall under, get in touch with us...

Financial Report

Complete Accounting System To Streamline Your Operations. Free Product Tour! One Unified Suite. Real-Time Profitability. Improve Liquidity. Real-Time Dashboards. Reduce Manual Entry. Accounts Payable. 26,000+ Customers. Realize Higher Profits. 100% Cloud Platform. Improve Accuracy.

Types: Accounting Software, Cloud ERP Software, Cloud Financials, Ecommerce Solutions

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Personalize your financial future

These days people of all walks of life face unique financial challenges. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.  Get in touch with an advisor today.

our clients success stories

Spence Lloyd

“In the time we’ve been using Vesto advising, we’ve sped processes, increased data accuracy, and improved reporting without increasing our accounting staffs. As a result of all the business value vesto stocks delivers, we estimate that our business thrives more in six months or less.”

 

CFO

CareATC

Michael Dolence

“I have been offered flexibility, and the ability to see where we are financially at any point in time with instant consolidations, reporting capabilities are outstanding. I now have more time to work on investing funds rather than tracking them and looking at history in our books.”

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VP of Operations

Pride Investment Partners

Janet Nayberg

"The customer services and attention I have been enjoying in recent times with Vesto advisory has made it so easy for me to be carefree with my finances, not only knowing I am being backed by pros but also they treat my needs as priopty all the time."

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