Our Process

He who wishes to be rich in a day will be hanged in a year.

– Leonardo da Vinci

Everyone is Unique.

Each family that plans for retirement needs to have a custom-made retirement plan just for them. What is good for your neighbor or colleague at work may not be good for you and your family. We meet with our clients using the following steps to create a unique plan that is just right for them and their situations:

Identify all your unique goals and select the importance of each
Identify the resources that will help you fund your goals
Determine the balance of risk and return that is right for you
Create your personal retirement lifestyle plan
Review and discuss your plan results
Implement your action items

Contact Us

Vestal Financial

4109 Saltburn Drive
Plano, Texas 75093

972-730-3860

Email Michael

Vestal Financial | 4109 Saltburn Drive, Plano, Texas 75093 | 972-730-3860 | michael@vestalfinancial.com.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vestal Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AR, CA, ID, LA, NJ, OH, OK, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Vestal Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Vestal Financial