Your NeedsWhat are the financial goals and aspirations for you and your family? Are your assets and income structured to achieve your goals? Creating a complete plan to meet your financial and estate planning goals requires considering questions like these and many more. Whether you are concerned about outliving your assets, long term care, estate taxes or transferring wealth to loved ones and charities, our comprehensive approach to planning positions you both for the expected and unexpected. “Protecting Your Financial World” is our mission. Together we can create a comprehensive plan that meets your needs.
Our ApproachOver time, we have refined the way to deliver service for our clients by taking the time to always understand each client’s unique family and personal needs. When VFG Associates was founded, we made a commitment to stay independent so we could always make the best choices for our clients. We were founded on that commitment and continue to offer it today.
Free Initial ConsultationThis “get to know each other” meeting allows you to express what most concerns you. This sets the stage and defines what your objectives are.
Review and MonitorOn an as-needed basis, with a minimum of an annual review, we can discuss what changes are necessary to stay on track. These are often prompted by changes in the law, family situations, health concerns or a change in economic conditions. Additionally, you’ll be provided with a customized Personal Financial Statement that encompasses your entire financial portfolio, and will be updated at each meeting. At VFG Associates, we say “If you can’t measure it, you can’t manage it.”
Our SpecialtyHere at VFG Associates, we specialize in new estate recovery laws, long term care options, taxes on income and estates, mortgage insurance, individual and group life. We can also educate you on how to reduce the risk of future losses on your retirement and 401(k) and still receive high interest income. Providing personalized insurance and financial services for over 37 years, VFG Associates uses a team of legal, tax, investment* and insurance specialists to design a retirement and estate plan that best fits your individual needs.