Empower your Business to work without you.
Embark in Your Transformational Journey in your Business.
Don’t need to experience it alone. You can use our experience that we have, over 15 years helping all kinds of business reach their goals.
Services We Offer
It’s an 8-week program called the “The Legacy Lab”.
It covers the six pillars every business needs to grow without chaos:
1. Business Structure & Legal Foundation
2. Business Plan & Growth Roadmap
3. Sales System Overhaul
4. Marketing Strategy & Social Media Optimization
5. Tax Strategy & Profit Optimization
6. Wealth & Legacy Architecture
Plus you get weekly group sessions, 1:1 implementation help, and access to a CPA and business attorney.”
This a 12 Weeks program called The Legacy Builder. Most Businesses are Family Owned but only 12% of Businesses get passed down or sold successfully.
This system we put in place for you will be one that can be passed down from generation to generation and will stand the test of time.
Business Plan Buildout
Business Structure & Succession Plan
On-going Sales Strategies Review
Wealth Planning Overview
Quarterly Tax Strategy Meetings
Quarterly legal/wealth structure Reviews
You get continued access throughout the year for an extra cost depending on how involved we need to be.
You can Join upcoming Events
Unlock the full potential of your business with tailored consulting solutions designed to drive growth, clarity, and long-term success. Schedule your appointment today and take the first step toward transforming your vision into measurable results
Make it stand out.
Our
company ethos
At V&G Financial Partners, our foundation is built on integrity, transparency, and an unwavering commitment to our clients’ success. We believe financial guidance should be personal, strategic, and empowering not complicated or impersonal.
Every partnership begins with trust, and we earn that trust through clear communication, tailored solutions, and results that speak for themselves. Our mission is to help individuals and businesses grow, protect, and maximize their financial potential through informed decision-making and disciplined strategies.
At V&G, we view our clients not just as accounts, but as long-term partners in prosperity. Together, we build financial confidence one decision at a time.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!