We believe that making informed financial decisions is key to effective wealth management, which is essential for living life on your terms, at every stage of life. That’s why, as a component of the VLP Live Greater Partnership™, our experienced advisors are passionate about helping you and your employees understand your 401(k) plan options and setting up retirement savings plans that help meet your company’s unique needs.
Our comprehensive approach to 401(k) plan management prioritizes ongoing educational meetings for groups and individuals. The goal? To make it possible for you and your employees to get the appropriate retirement benefits plan possible. And to live greater.
*As of 9/30/22
As a business owner, you need to be able to focus on your mission, vision, and daily operations, but to gain and retain quality employees, you need an attractive retirement plan, which requires careful planning and frequent attention. We offer a variety of services to help reduce your administrative load and your liability when it comes to managing the 401(k) plan for your business. When you trust VLP with your 401(k) plan management, you’ll experience these valuable benefits:
Employees with access to an employer-sponsored, tax-advantaged retirement plan, want to make the most of their opportunities and maximize the potential of their retirement savings and income. In order to make informed decisions about their finances, employees need to understand their options and find the plan and strategy that’s most appropriate for their unique situation. Our caring and experienced advisors provide one-on-one consultations for individuals as well as ongoing educational meetings for groups and individuals. Employees experience valuable benefits such as:
At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.
All of our Advisors are Certified Financial Planner™ (CFP®) practitioners and are committed to helping you live greater through our holistic financial services.
Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.