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Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

October 8, 2020 | 6:30pm

Will Your Savings and Investments Survive The Covid-19 Aftermath?

October 22, 2020 | 6:30pm

How to Ruin Retirement With One Expensive Tax Mistake

READY TO RETIRE RIGHT?

We're ready to help.

(831) 656-1771 (ph)

(831) 656-1775 (fax)

26364 Carmel Rancho Lane, Suite 200

Carmel-By-The-Sea, CA 93923

Certain appropriately licensed individuals of Vestus Group are registered to offer securities and investment advisory services through Forta Financial Group, Inc. ("Forta"), member FINRA/SIPC. Vestus Group is affiliated with Forta. Forta does not provide tax or legal advice.  

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Forta may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore a response to request information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Forta does not provide tax or legal advice. For additional information, please contact our compliance department at 303-694-1600.

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