Q1 2024

The Planning Post

Financial Planning

Blueprints for Success

How can financial planning have a positive impact on my business?

What benefits can holistic wealth planning provide for my clients?

Watch this video, the first in a new series being produced by Vicus Capital, to learn more about financial planning and the Vicus Capital Financial Planning Department!

General Financial Planning & Wellness

Kick off review meetings with the basics. Identify opportunities and build value both now and over time.

2024 Tax-Related Deadlines

Notable Individual and Business IRS deadlines for the year, in quick reference guide format!

Goal Setting

Helping clients become crystal clear on short-, medium-, and long-term goals can be a wise win-win for you and your clients.

Tax Efficiency & Charitable Giving Strategies

Timely insight to consider for accumulators maxing out employer plans and retirees taking RMDs

What We Do

We help financial advisors offer robust “wow” factor financial planning services and expertise to their clients, while minimizing their personal time commitment.

How We Do It

We utilize the latest technology, including eMoney and Zoom, to serve both you and your clients professionally, efficiently, and independent of location.

Why We Do It

To enhance your clients’ lives while making yours easier,

so you can focus on client relationships and revenue generation while at the office, and your family and personal passions while

at home.