Vanessa Vargas

Our Vision: To empower individuals and families to achieve financial clarity and security through personalized wealth management.

Our Mission

We believe in simplifying your financial life by providing tailored solutions and guidance that aligns with your unique needs and goals. We are committed to:

• Accessibility: We prioritize clear communication and open accessibility, ensuring you understand every step of the financial planning process.
• Transparency: We provide clear and concise information about your financial situation and the strategies we recommend.
• Collaboration: We work alongside you to establish and monitor your personalized plan, ensuring it remains effective over time.

Who We Are

The ShortFinancial team comprises experienced and passionate professionals with proven expertise in investments, insurance, tax, and estate planning. We are driven by a genuine desire to empower our clients and guide them towards financial fulfillment.

Our Team

Our partners, Larry, Kimberley, Curtis, and more recently Nancy, have cultivated deep industry knowledge and are committed to providing personalized attention to each client. We believe in the power of collaboration and leverage the expertise of our network of professionals to offer comprehensive financial guidance.

Our Services

We offer a comprehensive range of wealth management services designed to meet your individual needs:

• Investment & Portfolio Management - Building and managing a diversified portfolio that aligns with your goals and risk tolerance.
• Insurance Planning - Comprehensive analysis and recommendations to ensure adequate coverage for your financial and personal risks.
• Tax & Estate Planning - Creating a tailored plan to maximize your tax efficiency and protect your assets.
• Retirement Planning - Planning for a secure and comfortable retirement.
• Financial Planning & Goal Setting - Defining and prioritizing your financial goals and developing a strategy to achieve them.

Why Choose ShortFinancial?

With us, you can expect:

• Personalized and attentive service
• Transparent and clear communication
• Collaborative and customized financial planning
• Access to a team of experienced and dedicated professionals
• A commitment to building a sustainable and secure financial future for you and your loved ones.