Vosler Investment Group
Retirement Planning and Guidance
At Vosler Investment Group, we believe planning is not just the first step toward your financial future, it is the most important step, and it's also the foundation of our business. We take the time to explore your financial goals and expectations, because by determining what you need or want for a comfortable retirement, we are that much closer to helping you achieve it.
Barry, a CERTIFIED FINANCIAL PLANNER™, and Angela, a Certified Long-Term Care Specialist, have earned credibility and trust that come with education, experience, regular examinations, and compliance with a code of ethics.
We can help you fund your retirement, preserve your legacy, save for a quality education, develop a realistic investment plan, and protect current and future assets. This comprehensive approach to financial guidance is the cornerstone on which we have built successful, lasting client relationships.
Please do not send sensitive or personally identifiable information via unencrypted email to our team. It is not a secure way to send any information. Thank you.
Choosing the Right Financial Advisor
Before you choose a financial advisor, be sure you have found one whose investment philosophy matches your own. At Vosler Investment Group we are long-term strategic investors, not market timers. Our Broker/dealer, LPL Financial, is one of the leading independent brokerage firms in the nation*. LPL Financial does not market its own products, so you will receive impartial advice and strategies to the challenges of wealth accumulation and management.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Central State Bank and Vosler Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vosler Investment Group, and may also be employees of First Central State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Central State Bank and Vosler Investment Group. Securities and insurance offered through LPL or its affiliates are:
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Not Bank Deposits or Obligations |
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May Lose Value |
Not Bank Guaranteed |
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Not Insured by FDIC or Any Other Government Agency |
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Your bank (Financial Institution) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclousres/is-lpl-relationship-disclosure.html for more information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of another state.