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High-Net-Worth Retirement Planning

Find Your Breakaway Point in 15 Minutes

The Breakaway Point is moment your wealth works so efficiently that work becomes optional no matter what your age is. We can identify yours in minutes our “The Vital View.”

Clarity
Control
Confidence

Redefining Retirement

The Retirement Machine Is Broken

Traditional “advisors” often just sell products and conventional thinking ties your freedom to age 65. This keeps you confused, dependent, and behind. That outdated model wastes your prime earning years and delays independence.

Stop using your age as the benchmark. Your age isn’t a factor if you have the right strategies in place.

A Fresh Approach to Retirement

We Design Freedom

At Vital, we create personalized plans that accelerate you toward financial independence. With our proprietary Vital View, you will know exactly how close you are to your breakaway point and what it will take to get there.

  • Clarity: Get your Vital View
  • Control: Know the moves you need to make.
  • Confidence: Live knowing that you have a plan.
breakaway point explain 3
breakaway point explain 3

Get Your Vital View

Your Future, Made Visible in 15 Minutes

The Vital View is our proprietary framework that turns complexity into clarity. In minutes you will get a personalized model of your financial independence. Your assets, cash flow, and timeline are mapped to show the exact moment work becomes optional.

Best of all, it’s fast and 100% complementary so you have nothing to lose. Call or Email to book yours today!

Vital Retirement Planners - Vital View
Vital Retirement Planners - Vital View

Tune in and learn

Listen to the Retire Fit Radio Show

As host of the Retire Fit, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune into the Retire Fit radio show on KLBJ, 11:00 am on Sundays or the Retire Fit television program on KEYE Saturdays at 5:00 pm.

Retire Fit Radio with Nathan Fort
Retire Fit Radio with Nathan Fort
In the News

Charitable Giving

As host of the Retire Fit, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune into the Retire Fit radio show on…

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Work from Home

Amid the pandemic, more people want a hybrid work model. Nathan Fort joined KVUE Midday with tips to keep your finances in order while working from home.

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The Great Resignation

Many people are considering leaving their jobs or starting a new career. Nathan Fort joined KVUE with financial tips to keep in mind before you hand in your 2 weeks…

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