Comprehensive Financial Planning
Our Comprehensive Financial Planning is designed to help you achieve your financial goals with a holistic, personalized approach. One key area of focus is building and preserving your wealth through tailored investment strategies. We want to be there for every step of your financial journey. Whether you are planning for your children’s college education or want to discuss estate planning, we will help you navigate the complexities of financial decision-making and build a secure future for you and your family.
Retirement Planning
We understand the importance of planning for retirement and are here to help you build a sustainable, comfortable future. No matter where you are in your retirement journey, we will work with you to develop a strategy that aligns with your goals. We offer guidance to optimize your workplace retirement plans – including 401(k)s, 403(b)s, and profit-sharing plans – helping you maximize contributions and minimize taxes. With a focus on long-term growth and income planning, we want you to enjoy the retirement you’ve worked hard for.
Employer Sponsored Plans
Our Employer Sponsored Plans help businesses provide retirement savings solutions for their employees that will support their long-term financial security. We work with employers to create and manage retirement plans that are tax-efficient, simple to administer, and tailored to your workforce and their needs. We offer expertise to ensure your retirement plans are competitive, effective, and encourage your employees to build a confidence financial future.
Business & Farm Succession
We work with business and farm owners to create a succession strategy that ensures long-term success and sustainability. Our goal is to assist in developing a tailored succession plan that preserves your legacy. Whether you’re looking to retire, pass on ownership to heirs, or sell to an external buyer, we provide the guidance and tools needed to make informed decisions and secure a prosperous future for your business or farm.
Protection
Life’s uncertainties can have a significant impact on your financial security, but with the right coverage, you can protect yourself and your family from unexpected challenges. We offer life, disability, and long-term care insurance options to help you protect what matters most. Our tailored solutions give the peace of mind that comes with knowing you’re prepared for life’s challenges.
Connection
We believe relationships are a two-way street. Sometimes, you will contact us first, whether it be a simple question or to inform us of a significant life event you have recently experienced. However, at VWA, we believe it is also our responsibility to reach out to you. Some of the ways we communicate include:
- Regular Review Meetings
- Phone Call or Email Check In
- Regularly Scheduled Emails
- Semi-Annual Newsletters
- Social Media: Facebook, LinkedIn, and Twitter
- Invitational Social Events
Education
We want to share our knowledge with you. We strive to explain financial concepts at a level you are comfortable with, helping feel confident in your financial future. Regardless of whether you want to dive deep into the financial weeds or just simply want to know what a mutual fund is, we are here to help. Additionally, we are always looking to boost our own knowledge and experience. We regularly attend financial and business development conferences, do research, participate in educational webinars, and collaborate.