Vaylark Financial Services

We specialize in the college funding to retirement transition. And it truly is a transition. It starts with a realization that college may be your life’s biggest expense, but you’d also like to put the finishing touches on your retirement plans.

The piecemeal process you’ve used in the past is no longer acceptable. You’re ready for a comprehensive approach and an experienced team that understands your story. You want to take care of the kids, but you also want to take care of you.

Like other firms, we provide asset management and retirement planning. But we tend to meet our clients at the time that college funding becomes important.

From there, we’ll use more than 25 years of experience to help you make college realistically happen, and create a retirement of dignity and respect for yourselves.

We know the economic, political, and investment environment is certainly challenging. But these are also very exciting times! We believe that smart thinking and paying attention to world around us can lead to opportunities and exciting results. In the end, we’re just as invested in your success as you are.

We believe our strongest asset is the quality – and qualities – of our people. And our office philosophy is designed to maximize that strength. We’ll help you to experience a single point of contact, with a trusted advisory team, that will help you get your financial house in order once and for all.