Services we offer

Here Is How
We Can Help

HELPING BUILD CONFIDENCE IN RETIREMENT

Wealth Management

If your wealth grows, things don’t get simpler...it can get more complex. The more we have, the more we may be exposed to losing. Because of the long-term nature of retirement, it is important to have confidence that your portfolio is prepared to withstand the challenging times and is tailored to fit your individual needs.

Redefining expectations with your taxes

Tax Planning

Income tax planning can play a pivotal role in the long-term results of your retirement plan. Many people don’t mind paying taxes, they just don’t want to pay anymore than they have to. That’s why we encourage you to look at your future tax liability during your retirement years.

Providing a legacy the way you want it

Estate Planning

Estate planning can be an emotionally and financially complex task. It’s important to have plan in place to make sure the assets you’ve worked hard to accumulate during your lifetime, go to the people or organizations you care about.


Specialty Services

Social Security Planning

Deciding when to take Social Security may be one of the most important financial decisions you’ll make in retirement. Whether you are single, married, divorced or widowed, there is a strategy for you.

Federal Benefits

Being educated on your benefits is the first step to making an informed decision. Your benefits can be complicated, so you may not realize everything that is available to you while you are employed and how to maximize your benefits when you retire.

Medicare 101

There are many decisions you’ll be making in retirement. But there is one decision we can’t afford not to make, and that’s health insurance. That’s why Medicare plays a valuable role in retirement but can come with more questions than answers.

15-minute retirement review

In just 15 minutes, we may change your view on retirement.

request a call

Our Webinar Series

Check out our Make Retirement Vivid Educational Series.

attend a class

Ready To Discuss Your Financial Future?

In just 15 minutes, we may change your view on retirement.

Schedule a review
Facebook Linkedin-in Youtube

Our Mission

As a financial planning and tax advisory firm in West Des Moines, IA, our primary focus is to understand your current situation and future goals, review each situation for the impact on taxes, and provide personalized strategies that are designed with your long-term goals in mind.

Contact Us

Privacy Policy
Website Designed by Bookmark Creative

Disclosure

ADV-Part 3 CRS
ADV Part 2A

Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a Registered Investment Adviser. Insurance products and services are offered through Vivid Tax & Wealth Advisors, (VTWA), and individually licensed and appointed agents. Tax planning and preparation services are offered through Vivid Tax Center, LLC (VTC). VWM and VTWA do not provide tax or legal advice. VWM, VTWA and VTC are affiliated companies.

© 2024 Vivid Tax & Wealth Advisors. Check the background of our financial professionals on SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov

Vivid Tax & Wealth Advisors’ website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Vivid Tax & Wealth Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Vivid Tax & Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Nominations for the Des Moines Radio Group’s 2022 Des Moines People’s Choice Awards occurred from 1/9/2023 – 1/20/2023 with public voting from 2/6/2023 – 3/3/2023. Vivid Tax & Wealth Advisors was selected in the following categories: Wealth Management (18 contestants), Customer Service (46 contestants) & Financial Planner (9 contestants). Vivid Tax & Wealth Advisors did not pay to be recognized but has paid a onetime fee to use the award-winning logo for 5 years. The rating and award may not represent the experience of current or potential clients, does not imply special skill or expertise, nor guarantee future performance success or similar services. Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a Registered Investment Adviser. Insurance products and services are offered through Vivid Tax & Wealth Advisors, (VTWA), and individually licensed and appointed agents. Tax planning and preparation services are offered through Vivid Tax Center, LLC (VTC). VWM and VTWA do not provide tax or legal advice. VWM, VTWA and VTC are affiliated companies.