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Our Unique Approach

The financial industry is a service industry. It should serve others before it serves itself.

-Christine Lagarde

At Vivid Financial Management, we collaborate, strategize and develop a wealth guidance plan to help you achieve your goals. We evaluate your specific financial situation from all angles so you can clearly see where you are and reach where you want to be. Our expert consultants collect all the pieces of your financial puzzle and put them together into one simple plan.

Trust is earned. Our clients trust us to help them reach their goals because we care about them and their dreams. Our financial management professionals seek to further   understand where you are and where you want to be. Then, we create appropriate strategies to meet your goals. Our talented advisors make wealth management simple and easy by tailoring their approach to each client’s specific situation.

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Financial Independence Charitable Giving Tax Optimization Intelligent Investing Legacy Preparation Insurance Services Small Business Solutions

Aligned and coordinated wealth guidance to
help you understand and navigate your
entire financial picture. Our solutions
provide you with the clarity and
confidence you need to reach
the goals you want to attain.

Financial Independence

Achieving financial independence can be a hard and strenuous task on your own, but luckily Vivid is here to help. Our simplified process involves developing a plan designed to identify and target your specific objectives, then implementing budget and investment strategies to achieve them.

Financial Independence

Achieving financial independence can be a hard and strenuous task on your own, but luckily Vivid is here to help. Our simplified process involves developing a plan designed to identify and target your specific objectives, then implementing budget and investment strategies to achieve them.

Charitable Giving

Philanthropy can have a positive impact on your financial strategy when it comes to taxes. The advisors at Vivid know how to strategize and plan so you can give to your favorite charities, while at the same time getting you as big of a brake from your taxes as possible.

Tax Optimization

Our solutions are specifically designed to incorporate all aspects of your financial life into your tax preparation, planning and optimization strategy. At Vivid, your tax advisor is also part of your investment, insurance and planning teams, assuring every part of your finances are considered.

Intelligent Investing

We focus on people, not portfolios, and tailor investment strategies toward where you’re at in life. Once your investment plan and portfolio are established, we’ll regularly and carefully monitor your accounts to ensure you stay on track.

Legacy Preparation

As you develop a plan for your estate, it’s important to understand your entire financial picture. That’s where our team comes in. Working with your legal, tax and even clergy advisors, we coordinate your financial and investment strategies to ensure your estate plan reflects your wishes for your legacy.

Insurance Services

The goal of our office is to position you with risk protection so that we optimize the chances of success and minimize the impact when risk comes knocking. Be it life, health or other insurance needs, our team will help you decide how much risk and how much protection you need.

Small Business Solutions

Running a small business is no easy task, but a solid financial plan for your business can make it a little easier and positively impact your profit margin. With help from Vivid, you can be confident that your business finances are in good hands.

Get in Touch

We strive to build long-term relationships built on trust and accountability. 

If that appeals to you, then let’s talk.