Vivid Financial Group
The power of a financial firm. The strength of community.
4.6
Vivid Financial Group offers retirement income strategy, insurance solutions, tax planning, estate strategies, and Social Security maximization for Southlake, Texas residents.
About
Vivid Financial Group, headquartered in Southlake with satellite offices in Dallas and Plano, provides seasoned financial professionals who specialize in retirement planning, insurance solutions, tax planning, estate strategies, and Social Security maximization. With over 70 years of combined industry experience, the firm offers hometown hospitality while delivering tailored financial strategies to ensure a worry-free retirement.
Services
Retirement Income Strategy
Helps clients determine when they can retire by analyzing monthly cash flow against expenses.
Insurance Solutions
Provides tailored insurance products to protect retirement income and assets.
Tax Planning
Optimizes tax efficiency for retirement income and estate planning.
Estate Strategies
Ensures assets are distributed according to client wishes and minimizes estate taxes.
Social Security Maximization
Helps clients maximize Social Security benefits based on filing strategies.
Credentials & Certifications
Reviews
