The Virtus Financial Group

Retirement planning for households with $2M or more invested.

The quality of your retirement is set by the quality of your plan, not the size of your account. This channel works through the five parts of a complete plan: replacing your paycheck, protecting what you have built, continuing to grow, leaving what you intend, and enjoying the result.

Recurring topics: income sequencing, tax planning and Roth conversions, concentrated stock, business exits, long term care, estate structure, and Social Security timing.

Virtus Financial Group serves retirees and pre-retirees virtually, nationwide.

Website: thevirtusfg.com
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Advisory services offered through Virtus Wealth Management LLC d/b/a Virtus Financial Group, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Content is educational and general in nature, not investment, tax, or legal advice.