Coordination Over Silos
Every engagement is built around integration across tax, estate, investments, retirement, and (where relevant) business strategy.
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How We Work — Fee-Based, Coordinated, And On A Cadence.
Engagements are scoped before they start, priced in writing, and run on a published cadence so you know what to expect.
The Engagement Model
Most clients begin with a complimentary 30-minute fit conversation. We listen, ask a few targeted questions, and tell you honestly whether VFG is the right firm for your situation. If we are, we propose an engagement; if we aren't, we point you somewhere better.
From there, every engagement follows the same operating rhythm: discovery, design, implementation, and ongoing coordination — with deliverables, meetings, and decision points published in advance.
Our Principles
Four Commitments We Run On.
Fee-Based, Transparent
We do not earn commissions on investment recommendations. Engagement fees are quoted in writing before any engagement begins.
Fiduciary Posture
We serve the client's best interest as a baseline, document recommendations, and disclose conflicts directly when they exist.
Cadence Over Reaction
Quarterly and annual reviews run on a published calendar. Strategy lives, breathes, and stays current — not in a binder on a shelf.
The Operating Cadence
Q1
Tax Filing Coordination
Coordination with your CPA on prior-year filing, this-year projection, and Q1 implementation moves.
Q2
Mid-Year Strategy
Mid-year tax projection, investment policy review, estate document refresh check, and any structural changes.
Q3
Year-End Tax Plan
The most important quarter — year-end tax moves modeled and implemented before the window closes.
Q4
Year-End Execution
Roth conversions, charitable structures, gifting strategies, and tax-loss harvesting executed before December 31.
The Legacy Wealth Brief
One high-impact wealth strategy, delivered every week.
Insights on tax planning, estate planning, retirement income, business ownership, and generational wealth.
See What Coordinated Looks Like.
Schedule a complimentary 30-minute conversation.