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Vertical Financial Group

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Vertical Financial Group

Overview:

Vertical Financial Group is a full-service financial planning firm providing straightforward advice and personalized planning for all phases of financial life for executives, business owners and valued associates alike. We do not believe in one-size-fits-all solutions, but rather work to provide the tools and advice needed to help guide you forward and upward towards reaching each of your unique financial goals and aspirations.

Many individuals see our team as their personal CFO, integrating and coordinating all areas of their financial lives— including investments, insurance, estate planning and taxes. Our corporate clients benefit from our custom designed 401(k) and workplace benefits plans, offering transparency and a unique ability to engage participants and provide user-friendly guidance and education to maximize plan participation and goal outcomes.

Perhaps one of the most unique attributes at Vertical Financial Group is our in-depth team approach. With nearly a century of collective experience, each of our partners is highly trained and credentialed in financial planning with a dedication to the ongoing study and mastery of planning techniques specific to retirement. We regularly tap into each other’s expertise, utilizing one if not more of the managing partners’ input for each of the plans that we design to provide the most qualified recommendations possible for each individual scenario.

Vertical Financial Group provides dynamic and custom 401(k) & worksite benefit plans for companies nationwide offering a range of full-service solutions, including:

Benefit Plan Value Assessment
Are evaluating an existing plan or researching to implement a worksite benefit program for your company? Vertical Financial Group can provide the fee and benchmarking analysis tools needed to evaluate and make informed business decisions while representing the best interests of you—the business owner—and your employees.

Asset Management
For maximum transparency and customization, Vertical Financial Group designs and manages custom plans for each of our corporate clients. The investments and planning tools we utilize are typically the best fit for companies with $3M to $150M of retirement assets, and our management services include:

Plan set-up (if needed)
Portfolio allocation & rebalancing assistance
Custom plan designs to drive participant outcomes
Non-qualified plan assistance
On-going benchmarking, documentation of records and meetings, fiduciary and investment reviews
Protection Planning
In addition to traditional investment options available through our 401(k) and workplace benefit plans, our team is licensed and knowledgeable to provide education and recommendations for critical insurance coverage such as life, disability and Long-Term Care. Information can be made available through individual consultations or as directed by the business owner.

Participant Guidance
A unique consideration for Vertical Financial Group in providing retirement benefits for your company is our dedicated focus to improve participation and provide measurable outcomes for your team. We aim to motivate apathetic employees to help turn them into engaged investors with choice, confidence and control. We strive to make ourselves available to provide guidance through group meetings, individual consultations and educational and planning support to help each of your team members in reaching their personal financial goals.

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