Problems Created by Adding Adult Children as Joint Owners
December 8, 2023
You’ve likely heard your friends or family—or even the bank teller, at times—counsel you to add an adult child to your bank account.
Medicaid Care Planning with an Elder Law Attorney
December 7, 2023
Learn how an elder care attorney can help you create a strategy to provide asset protection and access to long-term care with Medicaid planning.
The Team Behind a Successful Estate Plan
December 1, 2023
Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.
How to Help a Grieving Spouse Deal with the Social Security Administration
November 30, 2023
There are things you learn from books and things you discover from life.
Holidays are a time for good food, family, and important conversations
November 22, 2023
Holidays can be a convenient time to discuss important estate planning matters with your loved ones. Arm them with need-to-know information.
Tax Strategies for Different Stages of Aging
November 17, 2023
We’re conditioned to think of 65 as the tipping point into old age. At least we used to. Actuarial tables combined with the attitude that ‘70 is the new 50’ mean that you can and should consider clients’ needs for protection from taxes at three distinct stages of old age.
Is Mick Jagger Thinking about Estate Planning?
November 13, 2023
Mick Jagger is getting candid about the Rolling Stones’ legacy.
Does Your Family Know How to Find your Important Information in an Emergency? How to Share It…
October 30, 2023
You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step?
What to Do Upon Death of a Spouse
October 26, 2023
As the surviving spouse, you’ll have a list of financial tasks to complete.
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.
