Living greater requires deep thought and careful preparation, on your part and ours. All of the work that goes into the Live Greater Partnership enables our Advisors to provide comprehensive, sophisticated investment solutions—based on a holistic and nuanced understanding of your needs, goals, circumstances, and preferences. We use a carefully designed process to provide families and individuals with the comprehensive financial planning, investment management, and retirement planning services.
The whole VLP Live Greater Partnership™ process contains a priceless commodity: your ability to control and shape the destiny of your family or firm. To live life according to your own plan, and build on a solid foundation. To confidently face anything and everything that’s next.
Knowing what you’re investing in is important, but even more significant, is knowing what you are investing for. We’ll help you align your investments with your long- and short-term needs and goals by developing a customized asset allocation strategy. We’ll help you gain the confidence to avoid the distractions of daily market ups and downs, ensuring that your buy/sell decisions are made for the right reasons and in support of your goals. We offer:
What do you want to do and accomplish with what you already have? We’ll help you consider all the areas beyond investments that can contribute to pursuing your financial goals: Are you properly insured, for example? Are you paying too much in taxes? Are you fully accounting for the needs of growing children, aging parents or future generations? Financial planning services include:
Have you saved enough? Will it last? Whatever is next for you, we’ll figure it all out together. It’s never too early to think about—and plan for—what’s ahead. In fact, retirement planning is a natural complement to financial planning and investment management. Which makes this the natural time to make sure you’re enhancing your assets in ways that align with these long-term considerations.
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.