At Vestia, we’re passionate about helping you build wealth and prioritize living a life you love. An excellent way to create a comprehensive financial plan to fit your needs is [...]
Giving can be a significant part of your financial plan. While the primary goal for donating is to support the causes you’re passionate about, it’s also wise to go about [...]
There are several reasons why physicians invest—one is likely to build wealth and secure a comfortable retirement. But one important question mark is how that money will be taxed in [...]
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Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.
This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
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