A Holistic Referral-Based
Retirement Planning Firm
Interested in one of our
What We Do
Our focus is on the wants and needs of retirees, and those seriously preparing for retirement. Since 1998, we have developed the expertise and acquired the resources to help you design a holistic Retirement Plan based on your individual circumstances.
At The Visper Group, we help you achieve the peace of mind of a worry-free plan to manage your savings, protect your assets, guarantee that you can support your lifestyle for the rest of your life, and preserve your estate.
Serving Retirees and Those Seriously Planning for their Retirement Since 1998...
A Better Business Bureau
A+ Rated Firm
We Make The Following
Promises To You
We will listen to you carefully so we can show you the options that will give you what you want, rather than give you an opinion based on what we think you should want.
We will never apply any pressure or try to rush you to make a decision. We find out what's important to YOU. We can then make you aware of options that can help you, and advise you of the benefits and features of each option, as well as any potential drawbacks.
We will always put your best interest first, even if that means not doing any business together.
We will always provide you the very best service possible. Once you become a client, we consider that to be a lifetime relationship.
Key Components Of A
Holistic Retirement Plan
We can help you design your own Personalized Retirement Income Plan. This includes choosing your most advantageous Social Security and/or pension filing options. And, since most of us will not be able to maintain our desired lifestyle solely from Social Security or pension income alone, we can help you determine the best strategies for you to supplement those income sources.
Visper Group has a relationship with Visper Wealth Management, which offers advisory services and professional portfolio management. To learn more please visit visperwealth.com
Legal Services are provided by Attorneys Chris Sharry and Jeff Monfette of the Sharry Monfette Law Office. They are Elder Law specialists, and have been admitted to the National Academy of Elder Law Attorneys (NAELA).
We encourage our clients to focus first on their Retirement Income Plan, since a comfortable retirement is not possible without the certainty that you will be able to maintain your desired lifestyle throughout all of your retirement years.
Learn With Us
A Critically Timed Event for Anyone Concerned About Protecting Their Retirement and Legacy from The Looming Tax Storm...
Please join us for a presentation especially designed for retirees or those retiring soon. We will explain (in plain English) the latest IRA/401(k) rules and tax saving strategies, along with common mistakes that can be avoided.
The national debt, market volatility, international uncertainty and TAXES can all damage your retirement. There are no second chances when it comes to your retirement. You will leave this event with valuable information that you can use to structure your retirement plan properly.
We will be discussing:
- Why taxes may be the biggest retirement risk you haven't planned for...
- How to create TAX-FREE Income from your current 401(k)/403(b)/IRA or other retirement accounts...
- Strategies to help protect your assets from a long-term care and medical care requirement...
- How to identify the right tax choices today that can potentially save you hundreds of thousands of dollars in taxes throughout your retirement...
- How to control your tax exposure in this New Economic Environment...
- How you can benefit from recent tax legislation to help reduce your taxes...
- Learn to take advantage now of a 2-6 year tax window...
- How to create a Tax Efficient Legacy...
- The sunset of the latest tax cuts is in sight...what can you do now to "lock-in" your savings?
A successful retirement is all about planning. If you are over 50 and don’t have a retirement plan, you should definitely construct one and start following it. The reason is not because a recession is coming at any time. Instead, the reason to start following a good retirement plan is because it enables you to not worry about a recession.
How To Plan & Protect Your Retirement In These Turbulent Times
As your career winds down, consider incorporating a proven wealth preservation strategy to protect your nest egg and generate income for life. To request a complimentary copy of the guide, click the link below.