• 515.480.7593
  • Financial Advisor in West Des Moines, IA
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About Us

We put your best interest first

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The VIVID®

Advantage

Does your financial advisor, tax professional and estate planning attorney collaborate as a team to manage your plan together? If the answer is no, shouldn’t the next question be…Why not?

Work with a Fiduciary

As Fiduciaries, we put your best interests first. We are bound to serve the interest of our clients above all else. Always.

Third Generation

Our family has been providing financial services since 1955.

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As a financial planning and tax advisory firm in West Des Moines, IA, our primary focus is to understand your current situation and future goals, review each situation for the impact on taxes, and provide personalized opinions that are designed to achieve long-term investment results.

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Contact Us

  • +1 515.480.7593
  • info@retirevivid.com
  • Vivid Tax & Wealth Advisors
    2600 Westown Pkwy, Ste. 150
    West Des Moines, IA 50266

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Disclosure

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Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a Registered Investment Adviser. Insurance products and services are offered through Vivid Tax & Wealth Advisors, (VTWA), and individually licensed and appointed agents. Tax planning and preparation services are offered through Vivid Tax Center, LLC (VTC). VWM and VTWA do not provide tax or legal advice. VWM, VTWA and VTC are affiliated companies.

© 2022 Vivid Tax & Wealth Advisors. Check the background of our financial professionals on SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov

Vivid Tax & Wealth Advisors’ website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Vivid Tax & Wealth Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Vivid Tax & Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.