Who We Help
Major Life Changes
We’re often contacted when someone is anticipating or experiencing a major life change, such as receipt of an inheritance, a small business taking flight, planning for an upcoming retirement, or loss of a spouse.
Our experienced and knowledgable financial professionals strive to keep you on the right track to accomplish your goals, even when your circumstances are changing.
Changes in Priorities
There are only so many hours in a day, and life is short! Managing your personal and/or business investments and planning can be a daunting task for anyone that doesn’t have the knowledge or a strong desire to do so.
Even a small change in your life may prompt you to shift your priorities so you can spend more time with your family, build your business, or increase your devotion to a hobby or other interests.
As a VF client, you’ll benefit from trusted relationships with our advisors and support staff that can provide you with financial peace of mind while you’re busy enjoying the things that matter the most to you.
Fee-only vs. Commission-based – Which is right for me?
It’s important to note that fee-only services are not for everyone and commission-based advice can be appropriate in some situations.
If you have a smaller portfolio that requires little active management, a commission-based firm or even self-management may better suit your needs.
If you have a large portfolio and/or the potential for substantial portfolio growth, the impact of financial decisions such as those regarding tax and estate planning could have a significant impact on your overall plan, so a fee-only advisory firm may be best for you.