FAQ

A financial advisor creates a personalized strategy for you to achieve your goals, build wealth, plan for retirement, and more. They can also adjust your strategy as the market shifts or your needs change.

Advisors do more than create investment strategies. They learn about you and your goals to offer tailored solutions. They can also offer advice on complex financial situations such as inheritance, claiming Social Security, and more.

For an advisor to create your financial plan, they will need information regarding your income, investments, debts, and insurance. This allows your financial advisor to have a holistic picture and make the best recommendations for your situation.

A financial advisor can provide a neutral assessment of your situation and offer evidence-based options. VLP Financial Advisors meets you where you are, whether you are looking for a more hands-off approach to retirement planning, or if you want to take a more active role in your financial plan.

You should meet with your advisor at least once a year to discuss your financial plan. What major life events happened? Did you receive a promotion? Do you plan on making a major purchase in the next few months? As you near retirement, you may meet with your advisor more often to strategize claiming Social Security, Medicare, creating a plan to withdraw retirement funds, and more.

Once you have a financial plan, follow your plan to the best of your ability in order to achieve your short and long term goals. If something about your plan doesn't feel right, set up a meeting with your advisor to adjust and learn about different options.