Skip to content
facebooklinkedinenvelope
Vivian Investment Partners logoVivian Investment Partners logo
  • Home
  • About Us
    • About Us
    • Mark Vivian
    • Annette Vivian
    • Samantha Straub
    • Obi The Office Dog
    • Our Partners
    • Why Work With a CFP®
    • Why Work with an RICP®
    • About Raymond James
  • Our Services
    • Our Services
    • Financial Planning
    • Longevity Planning
    • Retirement Planning
    • Risk Management
    • FAQs
    • VIP Process - What We Do
  • Our Clients
    • Our Clients
    • Business Owners
    • Pre-Retirees
    • Retirees
  • Blog
  • Resources
    • Resources
    • Commentary & Insights
    • Client Access Videos
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Vivian Investment Partners
    1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262 T: 408.713.2020 F: 833.224.1504
    Map and Directions Map and Directions
  • Vivian Investment Partners
    7471 Monterey Street Gilroy, CA 95020 T: 408.713.2020 F: 833.224.1504
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
    • Investing
  • Media
    • Article
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retirement saving tool....
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you reach your goal...
Markets & Investing
Read
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you reach your goal...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retirement saving tool....
Markets & Investing
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide a nest egg for...
Markets & Investing
Read
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buying a new home, having a family, building a busine...
Retirement & Longevity

So, if you’re wondering ‘Am I there yet?’ We can help you figure out what your Work Optional / Financially Independent point is and how we can help you remain in that zone. Contact us for a complimentary consultation.

facebooklinkedinenvelope
Vivian Investment Partners logoVivian Investment Partners logo
  • 1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262
  • 408.713.2020
  • 833.224.1504
  • Map & Directions
  • Map & Directions
  • 7471 Monterey Street Gilroy, CA 95020
  • 408.713.2020
  • 833.224.1504
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Vivian Investment Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use