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Insights
Practical guidance on tax, estate, retirement, and investment planning — written by Garth Vickers and the VFG team.
Tax
Your CPA files the return. Tax planning decides what the return will say next year. Here's the difference — and why most affluent families only have one of the two.
Wealth Management
Higher rates, sunsetting tax provisions, and Maryland's estate tax are forcing Bowie families to ask harder questions about who's actually running their plan.
Wealth Management
Every affluent family has the players. Almost none have a quarterback. Here's how the model works in practice — meeting by meeting, document by document.
Wealth Management
Most affluent Bowie families have a CPA, an attorney, an advisor, and an insurance agent — but no one coordinating the field. Here's what changes when one team runs the playbook.
Private Equity
Public markets aren't the whole story for households above $5M. Here's how DMV investors evaluate real estate, private credit, and operating-business deals.
Wealth Management
Above $5M, the planning conversation stops being about returns and starts being about coordination, taxes, and structure. Here's the shift.
Wealth Management
Annuities and IUL get oversold by commission-driven agents and dismissed wholesale by fee-only purists. The honest answer lives in the middle.
Family Office
Traditional family offices start at $100M. Here's how families between $5M and $25M get the same coordination without the overhead.
Whether you're planning your retirement or coordinating an estate, the first 30 minutes is on us.
