Growing up in a household that placed a strong emphasis on education, specifically financial literacy, I developed a keen understanding of the importance of financial stability. As a result, I grew to love the process of educating others as it relates to their financial lives.
As a Financial Professional at Apogee Financial Partners, I am able to apply our relationship oriented, values-based approach towards educating small business owners, career professionals and families, providing them the tools to navigate the often overwhelming world of financial decision making.
Through working with me and the firm, I hope my clients are ultimately able to make the progress they desire, begin to worry less about falling short of their goals and instead become empowered to make smarter financial decisions.
We provide a variety of solutions that cater to your full financial picture. Through leveraging tax advantaged assets, we help create a road map for long term retirement growth and potential lifetime income. And by implementing the right risk management strategies, we can guide you to protecting your income from life's unforeseen and sometimes tragic curve balls. Advanced planning designs can help allow for estate preservation and legacy creation to ensure you leave the mark befitting of your life's hard work.
Having worked in the financial services industry over the past 10 years, I have found no greater service than being able to partner with my clients, guiding them towards the vision of their life's most important outcome.
I currently reside in Marietta, GA. When I’m not in the office you can catch me at the gym, taking in a good bourbon and cigar or hiding out at your local comic bookstore.
Vitas Hales is a Registered Representative of Equity Services, Inc. and offers securities in the following states: Georgia. Vitas Hales is insurance licensed in the following states: Georgia.