Investment advice. V&G will research different investment options and make sure your investment portfolio stays within your desired level of risk.

Debt management. If you have outstanding debts, like credit card debt, student loans, car loans, or mortgages, V&G will work with you to chart a plan for repayment.

Budgeting help. V&G are experts in analyzing where your money goes once it leaves your paycheck. V&G can help you craft budgets so you’re prepared to reach your financial goals.

Insurance coverage. V&G may examine your current policies to identify any gaps in coverage or recommend new types of policies, like disability insurance or long-term care coverage, depending on your financial situation.

Tax planning. Tax planning involves strategizing ways to decrease the amount of taxes you may pay, like by large charitable donations or tax-loss harvesting.

Retirement planning. V&G can help you build funds for the ultimate long-term goal, retirement. And then, once you’re retired or nearing retirement, we can help ensure you’re able to keep your money safe.

Estate planning. For those who wish to leave a legacy, V&G can help you transfer your wealth to the next generation, whether that’s family, friends, or charitable causes.

College planning. If you hope to fund loved ones’ educations, V&G can craft a plan to help you save for their higher education.