Velocity Community Investment Services

Banyan Trees in Hobe SoundWe are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help pursue them by our providing sound financial information.

As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?

  • How much money will I need in order to retire?

  • How can I get the most out of my 401(k)?

  • Should I have a traditional IRA or a Roth IRA?

  • How can I position my investments for higher potential returns while reducing risk?

  • How can I "inflation-proof" my investment income?

  • Do I need disability income insurance? Long-term care insurance?

  • How can I ensure that my children receive as much as possible from my estate?

  • What do I need to know about wills, trusts, and probate?

    We offer financial products and services tailored to your individual needs. We are committed to you for the long term.

Please call us if you have any questions about Velocity Community Investment Services or the range of financial products and services we provide access to.