Skip to content
facebook
linkedin
envelope
Menu
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
Login Name
Password
LOGIN
Remember Me
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
Annuities in Retirement
10.29.2024
//
Planning & Retirement
Annuities in Retirement: Is This a Path to Financial Freedom? A...
See More
Are You Still Putting Off Doing Your Estate Plan?
09.09.2024
//
Planning & Retirement
It's common for many individuals to delay creating an estate pla...
See More
What Is an Estate Plan? Understanding the Basics and Benefits
08.26.2024
//
Planning & Retirement
An estate plan is a comprehensive approach to managing your asse...
See More
Load more
Reset
Archive
2024
January
February
April
May
July
August
September
October
2023
January
February
March
April
June
August
October
November
2021
February
March
April
September
Category
Markets & Investing
Planning & Retirement
Topics