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Start Succession Planning Today

Start Succession Planning Today

May 21, 2024

Do you have a plan for the longevity of your business once you retire? It never feels like the right time to talk about the end of your career, but starting your succession plan today helps to protect your business, your employees, and your family. Learn about VLP's mission to help other Financial Advisors successfully retire.

VLP Financial Advisors is an independent, full-service wealth services firm, with $1.2B in AUA through Cetera Advisor Networks as of 6/30/23, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way. This is a no-obligation event, no products will be presented in any of the above presentations. All content is for informational purposes.

Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 

Hosted by Rose Price CFP, AIF; Daniel Lash CFP, AIF; and Bruce Vaughn CFP, AIF. VLP Financial Advisors, 8391 Old Courthouse Road, Suite 203; Vienna, VA 22182. 703-356-4360.