We make it easy for you to focus on what matters most—growing your business. With tailored solutions and seamless implementation, we ensure that you have the right resources in place to protect your business and secure your future.
Running a business is more than just hard work—it’s about insight, preparation, and having the right resources to lean on. At Vineyard Wealth Strategies, we understand the challenges you face, and we’re here to guide you with strategies that protect what you’ve built and position you for future success.
Your business is more than just a job—it’s your legacy, and we’re here to help you safeguard it.
We make it our mission to simplify the complex. By understanding your unique needs and budget, we help you find the right solutions without the hassle. From start to finish, we ensure seamless implementation, so you can focus on what matters most—running your business. With our expertise and resources, we’ll find the best path forward for you and your company.
of business owners state they have key employees1
of business owners claim they would be forced to sell or close their businesses in the event of their absence1
feel they are financially unprepared for retirement1
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
Think of human capital as a toolbox. Every skill, experience, and ability you have is like a different tool. What does your unique collection look like? What do your business needs entail from a human capital perspective?
Your cat or dog is more than your pet: they are a member of your family. But just like your household's human members, sometimes they need to see a doctor. While medical care for your four-legged best friend can quickly drain your bank account, there are options available to help ease the burden. You can consider protecting your finances by purchasing a pet insurance policy. Here, we’ll explore pet insurance so you can determine whether obtaining the coverage fits your money management strategy.
You work hard and look forward to those days and weeks when you don’t have to be in the office. But, do you ever take a real vacation, a true holiday away from anything work-related? If you’re like most professionals today, the answer is no. In a recent ELVTR Survey of 2,300 North American employees, nearly 70% of respondents admitted to working on vacation. Almost 60% said they felt anxious about leaving their inbox unattended. This inability to unplug can negatively affect your health, mood, relationships, and overall life. The truth is you need to disconnect fully from your work from time to time. We’ll share the many benefits of letting your vacation be a vacation and how to actually get away from your desk. That way, you can rest, recharge, and return to the office better than ever.
Are your retirement contributions paving the way to a secure financial future or leaving you wondering where you went wrong? Explore the following strategies for maximizing the power of your retirement contributions before tax time arrives.
1New York Life Consumer Needs and Motivation Study, 2019