As a family-owned and operated business for over 50 years, we prioritize taking care of our loved ones, which extends to our clients.
At VFG Associates, our clients have become a part of our family. Unlike other firms that focus on a single discipline, our team boasts decades of experience in retirement, investments, legacy planning, insurance, taxes in retirement, budgeting, financial consulting, long-term care planning, Medicare, and estate planning.
Whether you are a new investor looking to start your journey or a seasoned wealth-builder, we are dedicated to helping you achieve your financial objectives through a collaborative and transparent approach.
President; Fiduciary; Accredited Wealth Management Advisor
Founder; Certified Senior Advisor
Advisor; Fiduciary; Licensed Insurance Professional
Account Transaction Specialist
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.