Vaylark Financial Services

As full-service financial advisors we can assist you with:

Comprehensive Financial Planning

Comprehensive Financial Planning

Soup to nuts consulting and planning services to build and deliver the tools you need to make effective life decisions and monitor outcomes over time.

A la Carte Financial Planning

A la Carte Financial Planning

Shorter conversations and tighter tools to provide a snapshot of a particular issue or topic.

Separately Managed Accounts

Separately Managed Accounts

Access to best in class professional portfolio management through our institutional investment partners.

Estate and Tax Planning Services

Estate and Tax Planning Services

Quarterbacking your case with our estate planning and tax partners in an effort to keep more of what you have.

College planning

College planning

Developing reality based strategies for funding college costs across the spectrum of many children over multiple years of education.

Retirement planning

Retirement planning

Developing, implementing and monitoring retirement strategies using state of the art software tools and decades of experience.

Investment management

Investment management

Utilize our unique investment philosophy, coupled with state of the art research.

Cash flow planning

Cash flow planning

For college planning, retirement, or business management.

If you would like to learn more, please contact a member of our team.

Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Vaylark Financial Services and IFG are unaffiliated entities.

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AL, CA, CT, FL, GA, MA, ME, NC, NH, NM, NV, NY, OH, RI, SC, TN, VA and Washington, DC.

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2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.