Vital Financials - Financial Planner in Seattle, WA

Vital Financials, Sammamish, WA

Who We Are

Vital Financials is a trusted financial advisory and insurance services firm based in Sammamish, Washington. Founded by Anand, the firm focuses on guiding individuals and families toward long-term financial stability and well-being. With a client-centered approach, Vital Financials simplifies complex financial topics, offering clear solutions that support each client’s personal goals and values.

Specializing in retirement strategies, insurance planning, and financial advisory, the firm works across multiple states, delivering services through both in-person consultations and secure virtual platforms. Whether you're planning for retirement or ensuring adequate insurance coverage, Vital Financials empowers you to make informed financial decisions with clarity and confidence.

What We Serve

• Retirement Planning: Comprehensive plans that align your current income with long-term retirement goals.
• Financial Planning: Holistic strategies that address budgeting, saving, and wealth growth over time.
• Life Insurance: Policy selection and structuring to provide financial protection for your loved ones.
• Long-Term Care Insurance: Coverage solutions to support future healthcare and assisted living needs.
• Notary Services: Certified document notarization for legal, personal, or financial purposes.
• Financial Advisor Services: Personalized financial coaching and ongoing advisory for major life milestones.

Why Choose Us

• Personalized Guidance: We tailor each financial plan to your life stage, goals, and family needs.
• Trusted Relationships: Built on transparency, respect, and a genuine commitment to your success.
• Specialized in Insurance & Retirement: Strong focus on protecting your income and future lifestyle.
• Flexible Consultation Options: Serving clients across multiple states via secure virtual meetings or local appointments.
• Clear Communication: We ensure every client understands their options and benefits without financial jargon.

Areas We Serve

While headquartered in Sammamish, WA, Vital Financials supports clients across multiple U.S. states. Our online consultation system ensures timely, convenient access to services no matter your location.

Ideal For

• Individuals planning for a financially secure retirement
• Families seeking life or long-term care insurance coverage
• Professionals in need of financial guidance and advisory
• Seniors preparing for healthcare and assisted living costs
• Anyone needing trusted notary services or financial documentation

How to Book for a Consultation

To begin your financial journey, visit our Sulekha profile and click the “Enquire Now” button. A member of our team will reach out to understand your needs and schedule your initial consultation.

Reviews & Testimonials

• "Anand took the time to explain every insurance option and helped me find the best plan for my family."
• "Vital Financials gave me peace of mind when planning for retirement. Honest, knowledgeable, and easy to work with."
• "Excellent financial advisor. Always available to answer questions and help with real-life financial decisions."
• "I needed notary services in a pinch—quick and professional service that I highly recommend."

Customer Experience Summary

• Friendly, responsive service team
• Insurance and retirement expertise
• Clear financial strategies with no pressure
• Virtual and in-person support
• Reliable guidance across multiple financial needs

About the Firm

Founded by Anand, Vital Financials reflects a passion for helping people make smart, confident financial decisions. With a focus on integrity and personalized service, the firm is a reliable partner for individuals at all stages of life. Vital Financials continues to grow through trust, clarity, and the consistent delivery of meaningful financial results.