Are You Saving Enough For Retirement?
Experts recommend saving 10% to 15% of your income each year, but you can calculate a more personalized goal.
The VLP team is passionate about being involved in our community and supporting causes that we feel strongly about.
How Long Will Your Savings Last?
No one can predict how long you will live, but given today's long life spans, it's wise to plan as if you're going to be around quite a while.
A holistic approach to personal finance that is focused on you gaining the knowledge and skills necessary to make smart financial decisions in everyday life.
We believe in a holistic approach to financial management, aligning your investment and financial decisions with your values.
Our ares of service include:
Where do you want to be in the future?
We are CERTIFIED FINANACIAL PLANNERTM professionals who work to help you make smart financial decisions and plan for your future.
What is important to you and your family?
We know that everyone’s needs are different and our investment team creates customized portfolios that reflect your priorities.
Are your employees planning for retirement?
We help business owners establish and maintain retirement plans that attract and retain high caliber employees.
We offer financial advice that aligns with your needs and your vision of the future.
Years of experience have prepared us to guide you through your life transitions.