VINITY

Vinity is a Comprehensive Financial Planning Firm that navigates the path between professional advice and practical application. Our philosophy at VINITY is that the responsibility we have to our clients and ourselves goes beyond a transactional relationship. We believe the best approach to financial planning requires an active integration of specialists who are all cohesively focused on our clients goals, protection and financial success. Many individuals have a trusted financial advisor, an attorney, an insurance agent and an accountant. But, are all of those professionals working together for the clients common goal and with the clients best interests in mind? Are there potential gaps between the professions that could result in unintended but impactful mistakes? It was specifically that challenge that inspired the creation of INTEGRATE, our proprietary process that blends and refines our clients total financial plan. With the utilization of a Client Ambassador, our Financial ...