New Filing Requirement for LLCs, Corporations, and Other Entities
October 10, 2024
A new federal filing deadline is looming for certain types of corporations, limited liability companies, and other similar entities.
Ghost of my Father
August 27, 2024
As I made small talk with a new client, I realized she knew things about my family that I didn’t know myself.
Let’s Talk About Getting Old
June 26, 2024
Planning for the possibility of your own incapacity as you age is uncomfortable but necessary
“Spring Cleaning” Your Personal Affairs This Summer
June 25, 2024
Now is the time to organize your financial life
Save the Date! Shred Day April 27, 2024
March 11, 2024
We will be hosting another shred day at our office on Saturday, April 27th, 2024 from 11 am – 2 pm. 300 E. 2nd Street in Salem near John M. Oakey Funeral Home. Limit of 3 bags or boxes. No metal, batteries, electronics or other non-paper material. Staples and paper clips OK. Open to the public. No RSVP required. Households only, no businesses. We are also handing out hot dogs, chips, and sodas and will have a drawing for a desktop micro-cut shredder. Questions on what to save and what to toss? Read this Forbes magazine article.
Does It Pay to Wait Until 70 to Claim Social Security Benefits?
March 8, 2024
Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.
3 Signs You Definitely Need a Trust (and Not Just a Will)
February 12, 2024
Estate planning is akin to crafting a roadmap for the future; it’s about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over a trust.
Estate Planning Tips for Blended Families to Protect Loved Ones
January 3, 2024
Blended families present some of the most challenging facts to plan for. This article has tips for blended families on identifying overall estate and financial planning goals and concerns and identifying heirs to protect your family and future.
Planning Considerations for Parents of Disabled Children
December 15, 2023
Parents of disabled children need to make special plans for what happens when the parents can no longer be caregivers.
Will 2024 Be A Good Year For Investors?
December 13, 2023
The new year might be a good opportunity to invest if you have the right mindset.
Client Success Stories
Joseph Cuadrado (Joe)
December 5, 2022.
My wife and I got our will and power of attorney. We were really fortunate to have Robyn Ellis help us and sort it all out. I recommend them to my friends all the time.
Billy Meier
December 2, 2022.
Very satisfied with our experience and outcome. The staff's professionalism, friendliness, and knowledge were nice to see. Will remember them in the future for additional needs. Thank You for your assistance.
Tracy Etayo
March 8, 2022.
Very accommodating to my schedule. The appointment was very smooth and efficient and one of the partners took extra time with us to discuss an unrelated issue to the one we had the appointment for.
David palmer
March 7, 2022.
I have received excellent service and treatment from these professionals at Vested.
They have really gone out of their way to make us feel at home - from the moment you enter the door Janelle greets you with a smile and a warm hello.
Tammy has been my case worker and does a wonderful job . Every time I have a question she has the answer and gets it back to me ASAP!
Then we have Robyn Smith Ellis -The true professional in charge of it all. She has the knowledge and experience to take care of any problem you might have.
Anyone needing Elder Care answers- just head to “Vested”!
Dave & Karen Palmer
Murray Waldrop
August 10, 2021.
David Ellis has great knowledge of the industry.
He explains every item in your portfolio in great detail.
Keeps you informed about how the market reacts to different stimuli.
When the market takes a dive, he doesn't run and hide. What he will do is have conference calls for all to join and he discusses the what's and why's and what the plan of action will be. Trying to keep all calm cool and collective. Opens the floor for questions and encourages one on one conversations as well.
I am very satisfied with David and his assistants.
jon bern
July 27, 2021.
David and the team do a great job. Very personalized wealth management approach that is comprehensive yet focused when it needs to be. There are several investment options that are usually not considered with typical financial advisors that use "modern portfolio management approach" to investing.
I have been particularly happy with the Global Tactical strategy, which has proven to be responsive to changes in the financial climate with excellent upside gains yet mitigates downside risk. This uses a momentum based model that is constantly monitored for changes in asset class.
Most importantly the specific financial concerns of the individual investor are strongly considered in developing a comprehensive plan. This is not a cookie cutter investing, not one size fits all but rather a tailored approach to the individual and their family.
I have been with David for many years and strongly recommend him.
Merritt Bern (Jon)
James Crumpacker
July 27, 2021.
I appreciate David and his team. I feel valued and trust his investment approach.
Don Curtis
June 26, 2021.
I had a will and several other legal documents prepared by Vested Partners. Each process was a pleasant experience. The staff was knowledgeable, courteous and very accommodating. I feel it is a reflection of management style that the entire staff appeared to be truly happy.
Toms Elizabeth
April 29, 2021.
What a wonderful group! We greatly appreciate all that Vested Partners has to offer.
