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Our Services


PLAN

for the future.


Managing financial goals takes patience and adequate planning.  Engaging with us for a financial plan is the best way to get exactly what you are looking for.



Financial Planning >

GROW 

what you have.


Our team analyzes the performance of your current investments and provides suitable recommendations to optimize growth and minimize taxes. Haven't started investing? That’s ok! We will guide you on the best way to begin.

Investment Planning >

PROTECT 

what you've built.


Life happens. Managing uncertainties and risks that may compromise your financial goals is essential. We provide insurance planning recommendations based on your current income, assets and goals. 


Insurance Planning >

BUILD

a sustainable business.


Running a business is one thing but building a sustainable business is another. We provide solutions to business owners from risk management to building cost effective benefits that will attract and retain your team. 

Business Planning >

RETAIN

and attract strong employees.


We can review your current benefit packages and analyze any gaps in coverage or cost. Just getting starting, we have access to several reputable companies and can create a proposals for the best offer. 

Benefit Plan Offerings >

WELLNESS 

for financial confidence.



We host Financial Wellness Seminars for Corporations and their employees. Our mission is to educate on how to protect your assets and optimize your investments and plan for the life you wish to live now and in the future.

Financial Seminars>

"Financial Advice Made To Reach Your Goals With Ease."   

YOUR TEAM



Who We Serve 


INDIVIDUALS & FAMILIES



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.

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MEDICAL & DENTAL PROFESSIONALS


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. 

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CORPORATIONS


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. 

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BUSINESS OWNERS


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.

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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.


#CHECKYOURVITALS

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