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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

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Tax Management Strategies

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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