Financial Planning and consulting
Services Include:
Retirement Jump Start
Most individuals will find value in getting an assessment of their financial health completed in order to know which necessary steps would help them to further their individual financial goals.
Articles across publications agree about the value added when having an advisor at the helm can lend to portfolio optimization, lifestyle achievement and preservation of assets with smart tax mitigation strategies to name a few benefits.
A Jumpstart engagement with VFG, will allow you to assess your retirement readiness and help you feel confident determining appropriate next steps.
A comprehensive JumpStart Report and Discussion includes:
- A Net Worth Statement
- Compilation of Goals and Objectives
- Retirement Readiness Barometer Reading
- Social Security Optimization
- Risk Tolerance vs. Asset Allocation
- Life Insurance Needs Assessment
- Paycheck Protection Analysis
- LTC Risk Assessment
Other Planning Services:
- Distribution income Planning
- Tax Mitigation
- Cash Flow Analysis
- Budgeting
- Asset Allocation and Account Review
- Goals Analysis & Planning
- Strategy Development, Execution, Implementation, & Monitoring
- Beneficiary Review- Are your accounts set up to ensure that assets are left to those you intend?
- Transition Planning/Assistance
- Estate Planning
- Charitable Giving
- Bucket List Planning
- College Planning
- Dream Vacation Planning
Investment vehicles and Retirement plans
Investment Vehicles:
Actively Managed Portfolios
Mutual Funds
Variable Annuties
Indexed Annuities
Fixed Annuities
Brokerage Accounts
Wealth Management
Retirement Plans:
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Pension/401K Conversions
