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Build towards your goals. Protect your accomplishments.
V & V will help you build financial stability that lasts. We’re a father-daughter team with cross-industry experience and deep knowledge. We’ll answer your questions and connect your financial plan to your end-goals.
Get the support you need.
What would you like to accomplish with your assets? Let’s make a plan that helps you get there.
Financial Planning
Start with a thorough inventory of your assets, short-term needs and long-term goals. Then create and customize a plan that helps you get there.
Retirement Planning
Retirement is a big transition. We offer guidance on common needs like social security, tax strategies, distributions, and more.
Generational Wealth
Our multigenerational legacy planning strategies are designed to transition wealth through proactive estate planning and sustainable charitable giving.
Investment Management
Smart, strategic management of your portfolio, aligned for your goals and risk tolerance.
The Power of a Plan
Our work together will emphasize planning for what you want out of life. We’ll help you aim higher while setting realistic expectations, and help you make decisions that lead you where you want to go.
Our Team
We’re family people with a grassroots ethic. We tune up vintage cars, fly planes and support animal rescues. But best of all, we lead with care and knowledge in devoted service to our clients.
