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Strategic Retirement Planning

Discover What Financial Fitness Feels Like

Embrace a ‘get fit’ philosophy for your finances with tactical investments, conscientious wealth allocation, and exclusive cash flow opportunities. Together, we ensure your financial health enables a long, happy life, through and beyond retirement.

Wealth Preservation
Strategic Growth
Personalized Planning

Worry-Free Financial Planning

An Experienced & Understanding Wealth Management Team

Don’t let the fear of your financial past prevent you from making powerful financial moves. At Vital Retirement Planners, we focus solely on your best interests, guiding you towards a prosperous future. It doesn’t matter where you’ve been; what matters is where you’re heading. We’ll assemble a clear vision of your financial needs, establish a strategy that gives you the ultimate control, and maintain your confidence in your financial future.

Find a trustworthy team in us, and together, we’ll empower your retirement planning with strategies tailored just for you.

Personalized Investment Planning

Let’s Put Your Goals Into Motion

Getting optimal results doesn’t happen by accident. That’s where we come in. We listen to your needs and craft the perfect approach using our proven methodology – The Three Cs.

Step 1
Clarity
Knowing your financial reality: needs, resources, and potential roadblocks to your income, investments, insurance, and estate.
Step 2
Control
Building and executing a strategy to leverage your resources for financial goals, while safeguarding against challenges.
Step 3
Confidence
Empowers you to use your resources worry-free. It stems from and thrives alongside ongoing clarity and control.

Tune in and learn

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.

Effective Financial Investment Practices

Work With A Financial Team That Understands Your Needs

We want you to have the highest returns, a comfortable nest egg, and consistent cash flow. Your financial fitness is our top priority, and your satisfaction determines our success.

In the Media

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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