Our Services
Your Goals. Our Guidance.
We offer a variety of services, each crafted to empower you at every stage of your journey. Whether you’re close to retirement, getting married, or nurturing the dream of a growing family, we’ll help you weave a financial strategy as detailed as your dreams.
Individual Planning Services
Getting Married
Starting a Family
Navigating Divorce
Buying a Home
Saving for College
Living in Retirement
Setting realistic financial goals
We’ll illustrate a plan that both helps build your nest egg while keeping you on track. When your needs or dreams evolve, our plan will too. We’ll help with:
- Maximizing retirement contributions
- Eliminating debt
- Investing for the future
- Reviewing investments
Protecting what matters most
We can help safeguard your loved ones’ future with comprehensive income protection and asset management strategies. We can also guide you through estate planning and charitable giving, ensuring your values echo far into the future. This is where our estate planning and charitable giving expertise comes in.
Business Planning Services
Building a hearth for your business
At Vesta, we don’t offer one-size-fits-all solutions; our plans are tailored to the unique fuel that drives your business.
Is your core concern nurturing a family legacy, or perhaps fanning the flames of employee loyalty? Whatever your passion, we have the tools to help; and we venture beyond the business basics, tending to the heartwood of your company:
Your Enterprise
Whether it’s crafting a seamless succession plan or forging strong foundations against uncertainty, we’ll secure your hearth against the unpredictable winds of change.
Your People
From stoking the fires of employee well-being with tailored benefit packages to attracting skilled hands to your workshop, we’ll ensure your hearth is always buzzing with vitality.
Your Life
Because your business isn’t just ledgers and margins, we’ll build a personal firepit that safeguards your future and warms the hearts of those you love.
How We Help
Here are just a few of the ways we can help your business:
Business Transfer Strategies
We’ll help you pass the torch of your legacy so that it continues to burn long after your succession.
Key Person Protection
Safeguard your business from the unexpected loss of a crucial member.
Business Protection
Fortify what you’ve worked hard to build.
Retirement Plans
Help your employees build their own personal dreams, offering security and comfort.
Group Benefits
Attract and retain skilled hands.
Key Employee Incentives
Reward your employees with benefits that incentivize.
Business Owner Strategies
Craft a personal plan that complements your business journey.
Disability Income Protection
We’ll help protect your business from unforeseen challenges that cast a shadow on your journey.
Legacy and Estate Planning
Compose a final chapter that ensures your values and aspirations continue to spark warmth.
3221 Blue Ridge Road, Suite 105, Raleigh, NC 27612 | 919-205-8473 | Send us an email