What is Your Current Financial Plan Costing You?

Planning for the future is tough.

First, you have to know where you want to go.

Then you have to decide the best way to get there.

And it seems like the target is always moving.

Up until this point, you’ve managed to do OK on your own. But, time is running out and the stakes are getting higher. The older you get, the more limited your options become.

So, we must ask “What is the cost of doing nothing more?”

• Running out of money
• Downgrading your family’s lifestyle
• Feeling stuck, anxiety, fear
• Watch net worth be washed away
• Leaving a tax mess for family to clean up
• A next generation that stumbles over weakly managed inheritance guiderails

We know what it feels like to work harder and longer but feel stuck financially. Saving more money is not realistic. There has to be a better way!

Like you, we are frustrated by the lack of advice available for families earning over $200K/yr who need a financial plan that works as hard as they do.

How We Help

At Vinclair, we have the tools you need to realize your story.

Our team has worked with hundreds of families just like you — successful professionals who fear they won’t be able to have enough to enjoy life and leave a legacy for their heirs to do the same.

It is our mission to help you break out of this frustrating cycle so you can enjoy all the finest moments life has to offer.

“A prudent person foresees danger and takes precautions. The simpleton goes blindly on and suffers the consequences.“

Proverbs 22:3

We Help Intentional People Put a Clear Plan Into Place

Our clients are interested in wisely managing the resources they’ve built to provide for a better tomorrow. In particular, they include the following:

Mid Career Individuals and Families	Executives with Company Compensation Plans
As your life progresses, so do your responsibilities and the urgency of your financial questions. If you’re approaching your peak professional years, we’ll work with you to push toward financial freedom while also protecting against the many knowns that threaten to throw that off track. We offer some unique solutions. this video is information on how to save and protect more money.	Many highly compensated individuals don’t really start saving until their forties, missing out on years of compounding interest. This can result in a significant loss of retirement funds. You don’t need to be told to spend less and earn more. You need a proactive plan that will provide you the potential to earn more for retirement and protect your future income without putting a drain on your current way of living. 70% of your retirement income is driven by how much you save. This 1-minute video outlines one of our unique additions to a financial plan.
Employers	Generation to Generation Wealth Transfer
Employers have three main concerns: protecting the business operational system, recruiting and retaining top talent, and planning for the continuation of the business. We help employers navigate the complexities of all three to help sustain a thriving business. We understand that you are already spending 80% to attract and retain key employees This video explains how to leverage bonuses into more compelling rewards.	One of the main objectives of generational wealth transfer is that inheritors can handle the opportunities that comes with managing a large sum of family money. Put a plan in place to ensure your children or grandchildren are propelled by their inheritance, not crippled!  Educate them now to use it wisely to improve their lives and the lives of future generations. We know each family is unique. This video shows one of our foundational elements for family money transfers.