Products & Services

At VOGT Financial Services, we specialize in providing financial advice to small, closely-held businesses, and to the individuals and families who operate them. Many of our clients are business owners who are seeking assistance with retirement planning, succession planning, and employee retention.

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Fee-based Financial Planning For You And Your Business

Everything we do stems from one source: your financial plan. Developing your financial plan is a comprehensive and detailed process that covers all areas of your finances, including risk protection, investments, estate and tax efficiency.

How We Work

By coordinating a team of advisors (yours and ours) we make sure that everyone is in agreement. The financial plan becomes the comprehensive roadmap that helps to ensure we are all working towards a single, unified vision. Our plans are designed objectively - this means that our recommendations will be product-generic. We review your plan by conducting regular meetings to assess the need for updates.

For more information, please contact us.

Resources

Tap Into Our Network

Below is a partial listing of professionals we work with, along with research tools.

These professionals and/or resources are not affiliates or subsidiaries of MML Investors Services, LLC or Massachusetts Mutual Life Insurance Company (MassMutual).

Experienced Professionals

 

Research/Tools

Make an appointment today to discuss your business with us!