At Vineyard, we are able to integrate into the "Wealth Accumulation" strategy, not plans designed to create wealth, but protection of wealth. We believe that one would be foolish to simply create a castle without simultaneously creating a moat to help protect the castle and its contents. Our approach is to structure your assets and risk protection in risk management products that we believe offer the appropriate protection against several eroding factors such as increasing taxes, inflation, death and disability. We subscribe to the belief that it is prudent to offer opportunities to potentially recapture costs associated with risk management. Risk management planning is an important factor for helping keep your wealth and this is why we believe in a comprehensive approach versus an investment or insurance only service.
Are you getting the protection you deserve? Shouldn't we talk about it?