BECOME FINANCIALLY FIT SO YOU CAN LIVE A FEARLESS RETIREMENT

Most of us know in order to live a long, happy life, we need to take care of our bodies. That ‘getting fit‘ philosophy also applies to our finances. Investing appropriately, having the proper coverage and meeting with a financial advisor regularly, helps our finances stay fit and allows us to live a long, happy life to and through retirement.
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NATHAN FORT

FOUNDER & PRESIDENT

Standing in a welfare line as a young man with my mother to collect donated groceries, my relentless determination to understand money was born. With appreciation for the loving sacrifices and hard work of my parents to support me and my siblings despite health complications and layoffs, living a financially fearless life became my quest and helping others to do the same later became my mission. Over the last sixteen years I have developed and perfected the art of retirement planning culminating in my Three Steps to Financial Fitness process which has allowed hundreds of pre-retirees and retirees approach and thrive in retirement, fearlessly.

As host of the Retire Fit with Nathan radio and TV shows, I share invaluable insight into practical planning tips and strategies weekly with my listeners and guests. I have also contributed to my industry by serving on multiple national boards and training hundreds of financial advisors across the country on proven retirement strategies. I hold the Chartered Advisor for Senior Living® (CASL®) designation and the Retirement Income Certified Professional® (RICP®) designation.

RICH BRADY

Lead Advisor

Rich Brady is an exceptional advisor renowned for his expertise in financial organization and operations. With a distinguished career marked by service to corporations and the successful resolution of intricate financial challenges, he brings a wealth of knowledge and hands-on experience to the financial plans of his clients.

 

Rich’s commitment to excellence is evident in his meticulous approach to financial advisory services. His ability to dissect complex financial scenarios, identify opportunities, and develop effective strategies has earned him a reputation as a trusted and sought-after advisor in central Texas.

 

With a client-centric focus, Rich is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures. His passion for financial planning and his unwavering commitment to his clients set him apart in the field.

Rich is a retired marathon runner, but still enjoys a one-hour run each morning. His greatest passion is spending time with his 5 kids, 5 grandkids and most of all, his wife Danielle of 31 years.

SARAH ELKINS

Client Success Manager

Sarah Elkins is a dedicated and driven professional with over 20 years of experience in operations, client service, and business development. With a remarkable track record in client and business-facing roles, Sarah possesses an exceptional ability to execute client services in a professional and timely manner. Her commitment to precision and efficiency is evident through her superior organizational abilities, allowing her to adeptly manage multiple tasks and details while maintaining a strategic perspective.

 

Beyond her professional pursuits, Sarah’s creativity shines as she enjoys doodling with Sharpies, a testament to her artistic flair. She also finds fulfillment in giving back to the community by actively volunteering with local children’s organizations. Sarah’s passion for both her work and her altruistic endeavors showcases her dedication to making a positive impact, both personally and professionally.

ROYLISSA "ROY" VALENZUELA

Executive Assistant

Roy Valenzuela is the embodiment of an exceptional Executive Assistant, renowned for her friendly and helpful attitude that radiates positivity throughout the workplace. With a penchant for organization and a reputation for unwavering reliability, Roy is the cornerstone of the team, ensuring seamless operations and enhancing workplace efficiency.

 

Passion for serving and helping others is at the core of Roy’s professional ethos. Her commitment to delivering outstanding support is not only appreciated by colleagues but also serves as a source of inspiration within the office. No task is too small, and no challenge too daunting for Roy, who consistently goes above and beyond to ensure the success of the team and the organization as a whole.

 

Beyond the office, Roy cherishes her time spent with her loving husband and cherished daughter. This dedication to family mirrors her commitment to fostering a warm and supportive environment in all aspects of his life. Roy Valenzuela’s presence in the workplace is a testament to the invaluable role of an Office Executive Assistant, and her unwavering dedication continues to elevate the office experience for all.

TOP 3 VITALS FOR BECOMING FIT FOR RETIREMENT

By being proactive with your finances, we help remove any anxieties that might come with a volatile market or unforeseen event. Much like living a healthy lifestyle, we encourage getting your financial ‘vitals’ checked regularly.
HAVE A SOLID INCOME PLAN
INVEST WITHIN YOUR LIMITS
BE A TAX MINIMALIST

OUR FINANCIALLY FIT PROCESS

THE 3 C’s OF VITAL RETIREMENT PLANNERS

STEP 1: CLARITY
The first step in our process is to meet with you to discuss your goals and understand your needs. This is the time to bring your statements, holdings, documents and wish list ideas you want to incorporate into your financial life. We’ll be offering our own ideas as well as addressing any questions or concerns you may have.
STEP 2: CONTROL
The next step is to diagnose your finances and provide recommendations on how to get them in better shape. In this meeting, we will discuss how we plan to solve the issues you are currently facing and put a rough plan in place to achieve your short and long-term goals. You will start to feel any anxieties slip away as we educate you on how to successfully become more financially fit!
STEP 3: CONFIDENCE
From here, we put the plan in motion and remedy any current problems you are facing and get you on a track to avoid any future stress with your finances to and through retirement. You will now be in a position to live a fearless retirement!

IN THE MEDIA

RETIRE FIT
As host of the Retire Fit, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune into the Retire Fit radio show on KLBJ, 11:00 am on Sundays or the Retire Fit television program on KEYE Saturdays at 5:00 pm.
Play Video

Charitable Giving, CBS Austin, 11/30/21

As host of the Retire Fit, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune into the Retire Fit radio show on KLBJ, 11:00 am on Sundays or the Retire Fit television program on KEYE Saturdays at 5:00 pm.

Work from Home 2021, KVUE, 08/31/21

Amid the pandemic, more people want a hybrid work model. Nathan Fort joined KVUE Midday with tips to keep your finances in order while working from home.
Play Video
Play Video

The Great Resignation 2021, KVUE, 07/22/21

Many people are considering leaving their jobs or starting a new career. Nathan Fort joined KVUE with financial tips to keep in mind before you hand in your 2 weeks notice.

Buying v. Renting 2021, KVUE, 07/06/21

A new study by Lending Tree says it’s cheaper to rent than buy in the Austin area. Nathan Fort spoke with KVUE’s Molly Oak on what you should consider when making the decision.
#austin #housingmarket #financialadvice
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Play Video

Child Tax Credit Changes KVUE, 5/19/21

Millions of families will begin to receive monthly child tax credit payments on July 15. Nathan Fort joined @KVUE to share ways families can use the money.
#financialadvice #money

Tax Deadline Moved KVUE, 04/15/21

The tax deadline has been extended to June 15 in Texas, but what does that mean for you? Nathan Fort joined KVUE to share what you need to know before filing.
#taxplanning #taxdeadline #money
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Thank you for your interest in working with Vital Retirement Planners! We’re excited that you’ve chosen us to help get you financially fit. Our process is proven to get your concerns addressed as quickly as possible while meeting all your needs and expectations.

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CLIENT DOCUMENT UPLOAD

Thank you for your interest in working with Vital Retirement Planners! We’re excited that you’ve chosen us to help get you financially fit.
Our process is proven to get your concerns addressed as quickly as possible while meeting all your needs and expectations.
Files are uploaded securely and will allow us to start creating your Vital Retirement Plan.

NATHAN FORT

Founder & President
Standing in a welfare line as a young man with his mother to collect donated groceries, Nathan’s relentless determination to understand money was born. With appreciation for the loving sacrifices and hard work of his parent’s to support him and his siblings despite health complications and layoffs, living a financially fearless life became Nathan’s quest and helping others to do the same later became his mission. Over the last sixteen years Nathan has developed and perfected the art of retirement planning culminating in his Three Steps to Financial Fitness process which has allowed hundreds of pre-retirees and retirees approach and thrive in retirement, fearlessly.

As host of the Retire Fit with Nathan radio and TV shows, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune in on KLBJ, 11:00am on Sundays and CBS TV, 11:30am Sundays. Nathan has also contributed to his industry by serving on multiple national boards and training hundreds of financial advisors across the country on proven retirement strategies. He holds the Chartered Advisor for Senior Living® (CASL®) designation and the Retirement Income Certified Professional® (RICP®) designation.

Nathan married his best friend, Lindsay in 2004 and their family of six children is their pride and joy. Between homeschooling, boating, sports, church activites and taking care of their 150lb dog and nineteen chickens they also make time for pizza and a lazy movie-night.

RICH BRADY

Lead Advisor

Rich Brady is an exceptional advisor renowned for his expertise in financial organization and operations. With a distinguished career marked by service to corporations and the successful resolution of intricate financial challenges, he brings a wealth of knowledge and hands-on experience to the financial plans of his clients.

 

Rich’s commitment to excellence is evident in his meticulous approach to financial advisory services. His ability to dissect complex financial scenarios, identify opportunities, and develop effective strategies has earned him a reputation as a trusted and sought-after advisor in central Texas.

 

With a client-centric focus, Rich is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures. His passion for financial planning and his unwavering commitment to his clients set him apart in the field.

 

Rich is a retired marathon runner, but still enjoys a one-hour run each morning. His greatest passion is spending time with his 5 kids, 5 grandkids and most of all, his wife Danielle of 31 years.

SARAH ELKINS

Client Success Manager

Sarah Elkins is a dedicated and driven professional with over 20 years of experience in operations, client service, and business development. With a remarkable track record in client and business-facing roles, Sarah possesses an exceptional ability to execute client services in a professional and timely manner. Her commitment to precision and efficiency is evident through her superior organizational abilities, allowing her to adeptly manage multiple tasks and details while maintaining a strategic perspective.

 

Beyond her professional pursuits, Sarah’s creativity shines as she enjoys doodling with Sharpies, a testament to her artistic flair. She also finds fulfillment in giving back to the community by actively volunteering with local children’s organizations. Sarah’s passion for both her work and her altruistic endeavors showcases her dedication to making a positive impact, both personally and professionally.

ROYLISSA "ROY" VALENZUELA

Executive Assistant

Roy Valenzuela is the embodiment of an exceptional Executive Assistant, renowned for her friendly and helpful attitude that radiates positivity throughout the workplace. With a penchant for organization and a reputation for unwavering reliability, Roy is the cornerstone of the team, ensuring seamless operations and enhancing workplace efficiency.

 

Passion for serving and helping others is at the core of Roy’s professional ethos. Her commitment to delivering outstanding support is not only appreciated by colleagues but also serves as a source of inspiration within the office. No task is too small, and no challenge too daunting for Roy, who consistently goes above and beyond to ensure the success of the team and the organization as a whole.

 

Beyond the office, Roy cherishes her time spent with her loving husband and cherished daughter. This dedication to family mirrors her commitment to fostering a warm and supportive environment in all aspects of his life. Roy Valenzuela’s presence in the workplace is a testament to the invaluable role of an Office Executive Assistant, and her unwavering dedication continues to elevate the office experience for all.

DARREN LEAVITT

Senior Market Analyst
Darren Leavitt comes to us by way of Foundations Investment Advisors LLC, a Registered Investment Advisory Firm we are partnering with. He has been working in the financial markets for over 20 years, primarily as a buy-side institutional investor. He has provided multiple investment solutions to clients utilizing his extensive knowledge of the public and private global markets. Darren has created growth-oriented equity portfolios, fundamental tactical asset allocation models, passive asset allocation models, and developed quantitative strategy solutions for clients. Throughout his career, Darren had held a variety of senior positions including Chief Investment Officer, Chief Financial Officer, Portfolio Manager, Senior Analyst, Senior Trader, and Financial Advisor.

Darren received his BS in Finance from DePaul University and an MS in Financial Markets and Trading from the Illinois Institute of Technology. Darren is a CFA charter holder and is a member of the CFA Society of San Francisco. He has also been a member of both the San Francisco and Chicago Security Traders Associations.

Outside of work, Darren enjoys spending time with his two sons, Cole and Declan. He is an avid Thoroughbred racing fan. His other interests include art, golf, travel, and cooking.

ERNEST C'DEBACA

General Counsel
Ernest comes to us by way of Foundations Investment Advisors LLC, a Registered Investment Advisory Firm we are partnering with. As General Counsel and Chief Compliance Officer, Ernest J. C’DeBaca (Ernie) assists the firm with all legal and compliance issues, focusing on the various federal and state laws and related rules governing investment advisers and the insurance industry. Active as an in-house counsel and compliance officer since 2000, he has extensive expertise in all areas of regulatory compliance and aids clients in preparation for regulatory examinations and the preparation of compliance policies and procedures. He enjoys the challenges of working on the developing side of financial services because of Foundation’s phenomenal growth pattern and the integrity at the core of the firm.

Ernest received his bachelor’s degree from the University of New Mexico and an MBA in finance from Webster University. From the University of New Mexico School of Law, he earned his Juris Doctor degree, and from Georgetown University Law Center he earned his LL.M. (Master of Laws) in securities. Ernie also holds both the Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) designations. He began his legal career focusing on tax law and estate planning and has served as an attorney for the U.S. Securities and Exchange Commission. Away from the office, he is actively involved with several local non-profit organizations, including the church he attends with his wife and three children, and his homeowners’ association. Whenever possible, he remains optimistic about trying to improve his golf game.