When Your Baby Turns 18
April 4, 2022
Baby Boys Turn into College-Aged Adults Who Should Sign Durable General Powers of Attorney and Advance Medical Directives
Words of Caution: Estate Planning and Second Marriages
March 24, 2022
Why a Reciprocal “I Love You” Will May Not Be Enough
Legislative Proposals to Improve Nursing Home Quality
March 23, 2022
White House officials recently outlined more than 20 separate actions, many of them sought by advocates and opposed by the industry.
Do You Have to Pay Taxes on Inherited IRAs?
March 21, 2022
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
Another Family Boot Story
March 18, 2022
A rock in the shape of a boot that my grandfather found and gave to me after he wrote my name on it with permanent marker
Know Your Rights When Being Discharged from Hospital
March 17, 2022
Standing up to a health care professional can be daunting, especially if you’re worried about a premature discharge from a hospital.
Is Life insurance a Good Idea?
March 15, 2022
According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn’t even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
IRS changes in retirement plan contributions for 2022
March 14, 2022
There are a lot of rules, deadlines and contribution limits that change from year to year
Is a Medicaid Annuity a Good Idea?
March 13, 2022
For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
When Should I Update My Estate Plan?
March 10, 2022
Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.
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.
