Services
Our Services
At Vlahakis Wealth Management, every service is built on the same foundation: integrity, clarity, and personalized attention.
Our services are designed to guide you, your family, and even your business through every stage of financial planning.
Employee Benefits
We work with businesses to design and manage large 401(k) plans that benefit both employers and employees. From setup to ongoing administration, we help ensure your company’s retirement plan is effective, compliant, and positioned to support your workforce’s future.
Social Security Guidance
The right time to take Social Security can make a big difference in your retirement income. We help you understand your options, minimize tax burdens, and create a strategy that makes the most of your benefits.
Long-Term Planning
Retirement is not a single moment — it’s a journey. We help you create a long-term plan that adapts to life’s changes and keeps you on track to reach your goals, whether that’s steady income, growth, or both.
Legacy Planning
Your legacy is about more than money — it’s about protecting what matters most. We’ll help you structure your plan so your wealth transfers smoothly and responsibly to the next generation, with as little tax burden as possible.
Social Security Planning
The right time to take Social Security isn’t the same for everyone. We’ll help you decide when to start your benefits and how to reduce tax burdens, so you get the most from your Social Security over time.
Annuities for Growth and Protection
Retirement isn’t just about saving—it’s about protecting what you’ve saved. We specialize in fixed and indexed annuities that can provide steady income or help grow your nest egg, giving you security and peace of mind.
Health & Life Insurance
Life insurance can do more than cover final expenses—it can also help you build value while you’re alive. We specialize in Indexed Universal Life (IUL) insurance, working with top carriers nationwide to give you flexible options that fit your retirement plan and support your family’s future.
Medicare Guidance
Medicare can feel overwhelming. We make it simple by walking you through your options and helping you choose the plan that best fits your health needs and budget.
You shouldn’t have to wonder whether you’ll have enough money in retirement.
We know how overwhelming it feels to look at your life savings and social security statements and wonder ‘How do I make this work for the rest of my life?’
The answers are closer than you think, and after a lifetime of hard work, you deserve to retire with confidence and enjoy the years ahead with the ones you love.
