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 »
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
It may help your business be better prepared in the event of the death of a principal or key employee.
A few strategies that may help you prepare for the cost of higher education.
There are things about Social Security that might surprise you.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Apps that help small business owners better manage and grow their business.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Are Real Estate Investment Trusts right for your portfolio?