We believe in a holistic approach to financial management, aligning your investment and financial decisions with your values. We are CERTIFIED FINANCIAL PLANNERTM professionals who work to help you make smart financial decisions and plan for your future. We know that everyone's needs are different and our investment team creates customized portfolios that reflect your priorities.
We help business owners establish and maintain retirement plans that attract and retain high caliber employees.
We help business owners establish and maintain retirement plans that attract and retain high caliber employees.
Services
We believe in a holistic approach to financial management, aligning your investment and financial decisions with your values. As a client, you put us in a position of trust, and we take that responsibility seriously. Your financial decisions matter; you need to know all of your options before making a choice that will affect your financial future.
Our focus on team is part of everything we do - from our team-based client service approach and collaborative work environment, to an emphasis on the continual development of our team members. We treat everyone like family and believe that a supportive work environment is the key to providing the superior service our clients have come to expect from us.
The VLP team is passionate about being involved in our community and supporting causes that we feel strongly about. Throughout the year we support quite a few charitable events and causes and we would like to invite you to join us in supporting any cause you feel passionate about. A list of our upcoming charitable events is available on our Events Page.
In an article titled "Americans Still Missing The Boat On Retirement Savings" Dan and Sarah are quoted on why they think people are not saving enough for retirement. In an article titled "What to Say When Clients Get Nervous About Market Swings" Rose is quoted on her approach to handling nervous investors.
Simply put; a financial plan is an evaluation of your current and future financial state. Your plan will use known variables such as current account balances, cash flows, and savings rates to predict future asset values and withdrawal plans. Financial planning plays an important role in helping you get the most out of your money.
