About VitalEdge Financial
Client empowerment with education, knowledge and right tools to make informed decisions about their future, be it retirement, protection or financial literacy, is my #1 goal.
Hetal Sonawala
Founder & CEO
We work closely with our clients to create personalized plans that grow retirement income, protect assets, protect loved ones, and cover final expenses with dignity and ease. Whether you’re planning for your retirement, or seeking ways to protect your legacy, or ensuring your family won’t face financial burdens, we are here to guide and educate you with honesty, clarity, and care. Together, we will create a strategy that fits your needs today and strengthens your tomorrow.
As a licensed agency, we specialize in Retirement Planning, Estate Planning, Life Insurance, Annuities, Mortgage Protection, Final Expense Solutions, Wills & Trusts, Debt Management & more…
Our Mission
- My mission is to create an experience for my connections, empowering them through strategies and education to take control of their financial future.
- A deep rooted cause to help 10M+ families in the North American market.
- To create a movement which draws like-minded individuals willing to learn, be mentored and empower their clients to become financially stronger.
- This agency is built on Trust, Integrity, Transparency & Education, ensuring every client understands the “WHY” behind their financial decisions.
- Our mission extends in developing strong partnerships and mentoring others to grow as leaders, educators and entrepreneurs.
- Through continuous learning, integrity-driven leadership and a commitment to excellence, we strive to create meaningful impact, helping both clients and team members achieve financial independence & build a long lasting legacy.