About

Virtus Financial Group provides financial planning and investment advisory services. The company offers retirement planning, investment management, income planning, tax planning, legacy planning, and health care planning services. Virtus Financial Group assists clients with evaluating financial goals, developing customized financial strategies, managing investment portfolios, reviewing retirement income options, and coordinating long-term wealth management and estate planning considerations.

Virtus Financial Group offers the following products and services:
Financial Planning: Development of personalized financial strategies based on client goals, financial circumstances, and long-term objectives.
Investment Management: Portfolio management services utilizing mutual funds, exchange-traded funds, stocks, and other investment vehicles.
Retirement Planning: Planning services focused on retirement income, Social Security considerations, pensions, and retirement-related financial decisions.
Income Planning: Analysis of income sources and strategies designed to support ongoing financial obligations and retirement income needs.
Tax Planning: Review of tax considerations and strategies related to income, investments, and wealth transfer planning.
Legacy Planning: Coordination of asset transfer strategies and estate planning considerations in collaboration with legal professionals.
Health Care Planning: Evaluation of health care-related financial considerations as part of a broader retirement planning approach.
Investment Advisory Services: Ongoing account monitoring, portfolio reviews, and investment guidance for individual, joint, retirement, trust, and estate accounts.