History
VFA has been committed to providing personal and business planning services for people who sincerely desire to improve their finances. As financial services and products become increasingly complex, we offer our clients sound advice to help them sort through the critical issues they face. We welcome the opportunity to meet with you to answer your questions and discuss your financial situation. We offer a complimentary initial consultation designed to acquaint you with the potential benefits of a relationship with our firm. We look forward to meeting with you soon!
Specialties
Since 1988 We have been advising high net worth clients on financial matters. Our Certified Financial Planners and Registered Investment Advisors can help you navigate the labyrinth of wealth management, investment, retirement, insurance, estate, and tax planning. Personal: Certified Financial Planners Registered Investment Advisors Business: Retirement Plan Development Business Succession