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.
It’s an 8-week program called the “The Legacy Lab”.
It covers the six pillars every business needs to grow without chaos:
Business Structure & Legal Foundation
Business Plan & Growth Roadmap
Sales System Overhaul
Marketing Strategy & Social Media Optimization
Tax Strategy & Profit Optimization
Wealth & Legacy Architecture
Plus you get weekly group sessions, 1:1 implementation help, and access to a CPA and business attorney.”
Services We Offer
Unlock the tax codes that create $250,000 to $2,000,000 in savings for high-earning clients.
This elite CPA seminar dives deep into three of the most overlooked and misunderstood sections of the tax code
Section 162(a)
831(a)
831(b)
Shows you exactly how to apply them to dramatically reduce tax liability while strengthening your clients’ business structures.
You’ll learn how to identify opportunities your competitors are missing, implement advanced tax strategies with confidence, and expand your value as a strategic advisor not just a preparer. By the end of this program, you’ll walk away with the frameworks, worksheets, case studies, and compliance insights needed to generate life-changing results for your clients and significant new revenue for your firm.
This seminar isn’t theory. It’s practical, compliant, and built for CPAs serving entrepreneurs, high-income earners, and business owners who are serious about protecting wealth and minimizing taxes.
You get 2 CPE Credits for 100 Minutes.
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.
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![Close-up of a smiling woman with curly hair, wearing glasses, hoop earrings, and layered necklaces in a well-lit indoor setting.]()
“It all begins with an idea. Maybe you want to launch a business.”
Laurie Payton
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![A man with dark, curly hair, wearing clear glasses, a nose ring, and a dark green sweater, sitting indoors with a neutral background and a plant in the background.]()
"It's not only setting it and forgetting is the action plan behind it."
Jamie Kokot
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![A woman with shoulder-length black hair smiling, wearing a blue top, surrounded by green plants.]()
"Don't buy another job buy a Business. Anyone can be self employed "
Lindsey Beumer
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![Renarda Jones]()
"One keystone at a time can create a wealth in your life."
Renarda Jones
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!