Define What “Greater” Means for Your Situation
When you come to VLP Financial Advisors with your wealth management and planning needs, your Certified Financial Planner™ (CFP®) will work with you one-on-one to identify your needs, uncover your dreams and prioritize your goals and objectives for the short, intermediate and long-term. We aim to give you the confidence to dream big and the guidance, plans and means to live your best life at every stage.
Know Where You Stand Today
Once we have an understanding of your values, goals and objectives, we’ll partner with you to analyze and assess where you are today financially. Using information you provide, we’ll be able to help mark your precise path forward to the greater life you’ve envisioned. For this step, you’ll want to gather information such as statements, wills, trusts, liabilities, insurance policies, current investments and anything else you’d like to share to help us understand your unique situation.
Starting Out
Growing Wealth
Nearing Retirement
Living in Retirement
Comprehensive Plans for Whatever’s Next
Comprehensive plans and sophisticated solutions. That’s what you can expect as you go through our process and experience the Live Greater Partnership. The plans and solutions we provide are based on a holistic and nuanced understanding of your needs, your goals, your circumstances and your personal investment perspective. They are thoughtfully considered. Carefully constructed. And they’re designed to grow and change with you, so you can live greater at every life stage.
Social Security: The Elephant in the Room
