AM I THERE YET?™ Financial Independence Reimagined

If you didn’t have to go to work every morning, what would you do with your day? What could you accomplish if you had a truly “work-optional” lifestyle? Would you travel, give back to your community, pursue a second career, spend time with family? Or maybe all of the above?

So many people think financial independence is age-driven. But at Vivian Investment Partners, we believe it is dream-driven. Our goal is to help you reimagine your retirement or work-optional lifestyle at any age. You might be closer than you think—and if you’re not, we can figure out strategies to help you get there.

Retirement Income Strategies | Tax Planning | Asset Management

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

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Mark Vivian, CFP^®, AAMS^®, RICP^®, ADPA

Founder
Principal
Financial Advisor, RJFS

Annette Vivian

Chief Operating Officer, VIP
Branch Professional, RJFS

Samantha Straub

Senior Registered Virtual Branch Professional

Murphy Bradshaw, CFP^®, CHFC^®, CLU^®, CPWA^®

Wealth Consultant

Cinnamon Chaney

Vice President, Banking Consultant

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

We see doors Where others just see spreadsheets

We know it can be scary to give up the idea of working and earning a regular paycheck. But we can show you how to make your money work for you—instead of you working for your money.

Founder Mark Vivian has over 20 years of experience helping individuals and families transition to rewarding work-optional lifestyles. We look forward to getting to know you and opening the doors to whatever it is that you imagine.

An elevated advisory experience

A genuine V.I.P. Experience

We are very good at what we do, but we also know that it’s not about us—it’s all about you. We want to get to know you and understand what you want in your next act in life. Only then can we develop custom financial independence strategies to help you get there.

With you At every step

Wondering if you’ve saved enough to make work optional? Worried about your family’s long-term financial freedom? Overwhelmed by all the decisions you need to make? That’s why we’re here. We’ll explain your options and plot a clear path forward together.

Two persons on the beach looking at a map.

Navigating The winding road

We will work with you as true partners, using a holistic approach to develop strategic income plans that adapt to your changing life. With our experience and expert guidance, we’ll help you navigate your life’s journey—and can’t wait to see where that takes you!