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Wealth Strategy Vault
Guides, assessments, tools, and strategies – built by tax strategists, not typical CPAs.
When to Rebalance Your Portfolio: Preparing Your Wealth for the Next Market Cycle
When to Rebalance Your Portfolio: Preparing Your Wealth for the Next Market Cycle
Values-Based Financial Planning: Aligning Your Wealth With What Matters Most
Values-Based Financial Planning: Aligning Your Wealth With What Matters Most
Roth Conversions 2026: When They Make Sense (and When They Don’t)
Roth Conversions 2026: When They Make Sense (and When They Don’t)
The Role of Philanthropy in Long-Term Wealth Strategy
The Role of Philanthropy in Long-Term Wealth Strategy
Cost Segregation & Real Estate: The Tax Strategy Your CPA Probably Never Mentioned
Cost Segregation & Real Estate: The Tax Strategy Your CPA Probably Never Mentioned
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Daily Productivity Planner
Daily Productivity Planner
This Productivity Planner is your daily blueprint for peak performance and strategic success.
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$10,000 Tax Savings
$10,000 Tax Savings
This $10,000 Tax Savings Challenge will supercharge your financial success by years end.
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Vital Success Planner
Vital Success Planner
This Vital Success Planner is your blueprint to a harmonious and successful life.
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Vision Planner
Vision Planner
This Vision Planner is your compass for entrepreneurial strategy that fuels your passion and focus.
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Core Values
Core Values
This Core Values workbook will explore and align yourself with your business and personal ethos.
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Limiting Beliefs And Goals
Limiting Beliefs And Goals
This Workbook explores goal categories, establishes priorities, and overcomes limiting beliefs holding you back.
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All Resources
When to Rebalance Your Portfolio: Preparing Your Wealth for the Next Market Cycle
When to Rebalance Your Portfolio: Preparing Your Wealth for the Next Market Cycle
Values-Based Financial Planning: Aligning Your Wealth With What Matters Most
Values-Based Financial Planning: Aligning Your Wealth With What Matters Most
Roth Conversions 2026: When They Make Sense (and When They Don’t)
Roth Conversions 2026: When They Make Sense (and When They Don’t)
The Role of Philanthropy in Long-Term Wealth Strategy
The Role of Philanthropy in Long-Term Wealth Strategy
Cost Segregation & Real Estate: The Tax Strategy Your CPA Probably Never Mentioned
Cost Segregation & Real Estate: The Tax Strategy Your CPA Probably Never Mentioned
The S-Corp Mistake That Costs Entrepreneurs $40K a Year
The S-Corp Mistake That Costs Entrepreneurs $40K a Year
Why Your LLC Is Costing You More Than You Think
Why Your LLC Is Costing You More Than You Think
How to Keep More of What You Earn: A Guide to Wealth Management for High-Net-Worth Individuals
How to Keep More of What You Earn: A Guide to Wealth Management for High-Net-Worth Individuals
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Investment advisory services are offered through Vital Capital LLC, a state registered investment adviser (CRD# 318147) registered in Iowa, California, Florida, Illinois, Pennsylvania, and Texas. Financial planning, tax strategy, and insurance services are offered through Lonergan Group LLC, doing business as Vital Wealth, a separate and distinct entity from Vital Capital LLC. Registration as an investment adviser does not imply any certain level of skill or training.