Strategic financial advice. It’s the decisions you make that matter.
At VLP Financial Advisors, we provide sound financial solutions for individuals, families, and business owners to properly position, help protect, leverage, and transfer wealth.
Are We Right For You?
Financial Planning is a process that involves discovering your goals and developing a plan to help meet those goals. We have over fifty years of collective experience in planning and assisting our clients in making financial decisions.Read More »
What We Do
We provide sophisticated investment solutions based on each individual situation, and the specific needs, goals, and circumstances of each client. We approach each and every client from a holistic and personal perspective starting with a custom financial plan.Read More »
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
An increasing number have been developed to help individuals with their personal finances.
Ascertaining the value of your business is important for a variety of reasons.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?