Patrick Lonergan Email & Phone Number

At Vital Wealth we know that you want to make life great for you and your family. In order to do that, you need flat fee, custom financial planning.The problem is you’re busy and finance is confusing which makes you feel overwhelmed and stressed. When Wall Street is overcharging you and you pay over 50% of your income to various taxes, it can feel like you can never get ahead. We believe you deserve peace of mind when it comes to your finances. We understand organizing your finances can be time consuming and difficult which is why we have a team of professionals to help you create and execute your planning.Here is how we do it: Step 1: Clarify your goals – We help you plan for what is most important to you.Step 2: Optimize your wealth – We will make sure your wealth is structured appropriately. We also find many of our clients are overpaying Wall Street and paying too much tax to the government. We will help you fix that.Step 3: You get to make life great for you and your family – As life changes, both with the expected and unexpected, we will make sure your planning is up to date so you can focus on what is most important to you. So, schedule now your no obligation, introductory meeting. And, in the meantime, download our free, 5-minute, money makeover videos from 5minutemoneymakeover.com so you can stop making costly mistakes and instead have a plan to live life on your terms

Listed skills include Investments, Life Insurance, Marketing, Finance, and 12 others.