Brian Vosberg is focused on helping individuals achieve their retirement goals. He listens to his clients to fully understand their needs and goals to create financial strategies that are suited to their individual needs. Brian got his start in the industry in 2000 and founded Vosberg Wealth Management, an independent retirement planning and wealth management firm, in 2003.
Master of Science in financial services (MSFS) with a concentration in retirement income planning. Brian hosts "Your Total Retirement" radio show and is the author of, "The Complete Retiree's Guide to Social Security." In addition, he has shared his knowledge about retirement and Social Security planning with thousands of individuals through informational seminars.
Master of Science in financial services (MSFS) with a concentration in retirement income planning. Brian hosts "Your Total Retirement" radio show and is the author of, "The Complete Retiree's Guide to Social Security." In addition, he has shared his knowledge about retirement and Social Security planning with thousands of individuals through informational seminars.
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At Vosberg Wealth Management, 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 our Total Retirement Roadmap process, to help you address your financial needs and concerns.
Our Total Retirement Roadmap process is designed to focus on the five foundations of retirement: Income Planning which includes Social Security Planning, Tax Planning, Investment Planning, Health Care Planning and Legacy Planning.Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.
Our Total Retirement Roadmap process is designed to focus on the five foundations of retirement: Income Planning which includes Social Security Planning, Tax Planning, Investment Planning, Health Care Planning and Legacy Planning.Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.
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We are looking forward to getting together with you. If you have any questions or require special assistance prior to your visit, please call our office at 626.358.5458. Are any of your children or grandchildren listed as joint owners on any of your accounts/assets? Please check off the accounts you currently hold and list the total amount in the box provided, and bring the latest statement in for your visit (Optional).
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