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A Bucket Plan to Go with Your Bucket List

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.

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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.

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Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

 

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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