What’s Happening with Average Cost of Nursing Homes?
October 26, 2023
The cost of nursing homes and adult care grew by 2.4% in July, the biggest increase in any month since 1997. How can you plan ahead?
Estate Planning Checklist to Put Affairs in Order
September 6, 2023
An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die.
The Benefits of Hiring a Lawyer for Medicaid Applications
September 6, 2023
A good Medicaid attorney has the knowledge and experience to bring more favorable outcomes and to make the process go more smoothly.
How Can an Elder Law Attorney Help You?
September 6, 2023
Elder law is a specialized legal practice area that focuses on the unique legal needs of older adults.
The Legal Documents Needed When Your Child Turns 18
July 24, 2023
We have a new crop of high school graduates getting ready to go off to college. It’s a time of pride and excitement as your daughter or son prepares to venture into the world. Before your 18-year-old heads out the door though, it’s important that you have certain legal documents in place. Accidents happen and you want to be sure that you can act on your child’s behalf and speak to healthcare providers should the need arise. Power of Attorney This document enables a designated individual, referred to as an “agent” or “attorney-in-fact,” to make financial decisions on behalf of
What Should Women Know About Estate Planning?
July 24, 2023
It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.
Do I Need a Will If I’m Leaving An Insurance Policy to a Beneficiary?
April 14, 2023
Estate planning is crucial to leaving your beneficiaries with your possessions as you intend.
Time to Shred Old Documents; What to Keep and What to Shred
April 10, 2023
The good news is, we’ve planned a shredding day at our office in Salem on Saturday, April 29, 2023 from 11 a.m. to 2:00 p.m! The bad news is, now you need to decide what to keep and what to shred! This event is free and open to the public. We have hired a shredding truck to pull up at our office and shred away.
What “The Sopranos” can teach you about your aging parents
March 22, 2023
Even Tony Soprano has to deal with long term care decisions for his mother. Imagine our surprise when we found The Sopranos to be relatable!
Do Family Secrets Hurt Estate Planning?
March 22, 2023
A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…
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.
