Our Services
The value we offer
Who We Serve
The community we serve
Individuals & Families
Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Whether your family is growing or you're trying to limit the impact of a transition on your loved ones, remember your long-term goals.
Medical & Dental Professionals
We offer comprehensive financial services to medical & dental professionals at all stages of their careers. From residency to retirement, we develop specific strategies that address the unique issues and opportunities that come with your profession.
Corporations
VPG provides corporations with recommendations for benefits, carve out plans for executives and qualified plan design. To ensure you retain employees we offer Financial Wellness Programs at no additional cost.
Business Owners
We help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you’ve worked so hard to build withstands the test of time.
Our Approach
Our proven process that helps us get to know you, discover your needs and provide sound solutions.
We have spent over 10 years working with individuals and businesses to bridge a need and solution for financial security. We understand addressing finances can be daunting and so we make it effortless by holding your hand through a process to get to the finish line.
Discovery Meeting
It's all about you.
The first step in providing recommendations starts with a DISCOVERY MEETING to understand your goals and where you are right now. We seek to unveil what's most important to you and what do you want your life to look like in the future.
Identify
Let's determine your needs.
Once we understand what is important to you, we need to dive deeper into your financial picture today. Once we do this we can IDENTIFY where the gaps are, how to prioritize and which client engagement will work best for you.
Solve
Let's find the solution.
Using our experience, state-of-the-art planning technology and our network we will provide a recommendation on how to SOLVE your needs. We will present options that will be decided by you.
Implement
Take action.
Once you decide on your solution we will IMPLEMENT. Our team will walk you through the process of your implementation with weekly updates, direction and answers until your plan is in place.
Monitor
Let's keep an eye on your plans.
Once we have completed your implementation we don’t stop there. We will MONITOR and review your plan, policies and accounts annually to ensure you are on track and apply any additional solutions needed. Our team is at your disposal to provide any servicing needed between our reviews.
Our Team
Learn more about us
