“Vested Financial” Empowers Clients to Realize Their Financial and Charitable Goals

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Wealth Management Firm Expands Service Offering, Unveils New Website

“Remaining vested in the best fiduciary interest of our clients is imperative to us, and I believe it is one of the ways we remain unbiased versus others in our industry.”

Vested Financial, a leading wealth management firm specializing in the retirement planning and financial needs of clients in southern Florida and beyond, today unveiled its new website and also announced an expansion of its professional services.

Vested Financial is led by Founder Norman Caldwell, who has a decade plus track record of successfully assisting high net worth individuals, families and business owners with their financial and insurance needs. As part of its commitment to establishing long-term client relationships that are built on trust and performance, the company proudly adheres to strict fiduciary requirements and operates under a full-disclosure environment.

The re-branding and launch of the firm’s new website comes at a critical time for the wealth management industry overall, as retirees (and the entire Baby Boomer generation) are becoming more vigilant when it comes to analyzing and preparing for their financial future.

“To counteract the variables of pension cuts, concerns about reductions to future social security benefits and an unpredictable market, we’re seeing a substantial interest from clients who are now actively seeking strategies for how to survive the rapidly-changing landscape of retirement,” said Norman Caldwell. “Not having a plan in place is the equivalent of planning to fail – and it is our privilege to ensure that our clients have a custom-built solution that will protect them for the long-term.”

In addition to providing comprehensive wealth management and insurance solutions, Vested Financial is also set apart by a key differentiator, which benefits charity-minded clients and their causes. To help clients achieve their charitable giving goals, Vested Financial will donate their time to structure a custom plan that will facilitate a client’s exact giving objectives. This will allow clients (individuals and businesses) the opportunity to donate to their favorite charities and non-profit organizations seamlessly.

“Every client we meet has a different story, passion or cause – and most of them have a strong desire to make a positive impact in the world,” continued Caldwell. “As a chosen advisor and advocate who is entrusted with helping clients reach their financial dreams, we are excited to offer this creative and meaningful way for clients to also give back through this process.”

Unlike many advisory firms who focus on selling commission-based financial products to clients (such as mutual funds, variable annuities, etc.), Vested Financial is a fee-based advisory firm that specializes in offering a full 360-degree analysis and unbiased advice to clients.

Vested Financial specializes in working with clients to answer such important questions as:

  •     “How much downside market risk is in my existing portfolio?”
  •      “Will I outlive my retirement savings?”
  •     “How do I best maximize my social security income?”
  •     “Do I have the optimum asset allocation for my risk tolerance?”
  •     “How much am I really paying for my investments?”
  •     “Will my investments keep pace with inflation?”

The scope of Vested Financial’s comprehensive financial planning strategies include:

  •     Retirement income planning
  •     Wealth accumulation
  •     Tax minimization strategies
  •     Long-term care
  •     IRA and 401K assets
  •     Life insurance
  •     Annuities

“Choosing the term ‘Vested’ for our company name was important to us in order to communicate the strong vested interest that our team has in each and every client relationship,” said Caldwell. “Remaining vested in the best fiduciary interest of our clients is imperative to us, and I believe it is one of the ways we remain unbiased versus others in our industry.”

Clients who wish to learn more about the services provided by the Vested Financial team are invited to call 954-745-4966 or visit http://www.vestedfinancial.com.

About Founder Norman Caldwell
Having started his early business career as a professionally-trained Results Coach for the Anthony “Tony” Robbins companies, Norman has extensive experience guiding individuals through the process of identifying and achieving their personal and financial goals. Norman has more than a decade of specific experience helping clients secure their insurance and financial needs. He is also one of a select number of independent financial advisors who provides comprehensive wealth management services to clients who are entrusted to him by several of the nation’s leading providers of financial and insurance education. Norman has been a featured guest speaker across the United States at industry events, has contributed to several financial trade publications, and has been a featured guest on south Florida’s “740 Money Talk Radio.”

Norman is a Series 65 securities-licensed financial professional under his SEC regulated Registered Investment Advisory firm Global Financial Private Capital, located in Sarasota, Florida. He is also life insurance and annuity licensed in Florida, Alabama, Arizona, California, Colorado, Massachusetts, New Jersey, New York and Wisconsin.

About Vested Financial
Vested Financial is a wealth management firm serving the retirement planning and wealth management needs of individuals and families throughout the United States and southern Florida. The ultimate mission of Vested Financial is to empower its clients with financial freedom that comes with knowing their resources are being appropriately managed. This in turn allows clients to better serve their families, communities and their Creator. To accomplish this mission, the comprehensive wealth management needs and desires of each client must first be met. For more information, please visit http://www.vestedfinancial.com or call 954-745-4966.

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Jenny Gilcrest
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