Services

Our suite of services provide clients a wide
range of financial solutions.

REALIZE YOUR DREAMS

At Viquity, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Viquity Retirement Roadmap

To help you view your retirement strategy from every angle, we’ve created the Retirement Roadmap process. Our blueprint will help unlock the knowledge you need to take control of your money and live a confident retirement, no matter what challenges may arise.

Wealth Accumulation

We work with clients to strategically help grow their
wealth so they can achieve their goals.

Risk Assessment

Asset Protection

As you get closer to retirement, you may not even be aware of all the scenarios that could crack your nest egg. We’ll execute a risk assessment and help you land on a diversified strategy for both investments and insurance products that best reflects your goals and concerns.

Tax Planning and
Tax Minimization Strategies

We utilize our tax planning an analysis software, Holistiplan, to review your current or past year tax returns + identify potential tax savings opportunities going forward.

IRA & 401(k) Rollovers

Optimizing your retirement plan isn’t only about accounting for today and tomorrow. We’ll look at what you’ve already done and help you determine whether rolling over from one qualified plan to another would be the right move for your financial situation. 

Life Insurance

Ensuring your loved ones are financially secure should you pass away unexpectedly is just one of the many benefits of life insurance. We can explain the other ways it can aid you while you’re still alive and help determine whether one of these diverse offerings is right for your retirement situation.

Retirement Income Strategies

Pension programs are vanishing, and Social Security was never intended to fully fund one’s retirement. If you’re concerned about what would happen should you live longer than expected, the fixed income provided by an annuity plan might be the solution you’re seeking.

Long-Term Care

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breath a sigh of relief down the road.

Legacy + Estate Planning

We work with our clients to make sure their legacy is secured for future generations to benefit. By creating an estate plan, we help ensure our clients can make a difference even after they are gone.

Alternative Investments

Unique asset classes can provide investors diversification when appropriate for an investor portfolio. Blending with traditional investments, alternatives provide investors potential growth and income streams while maintaining appropriate risk mitigation.