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VG Financial Consulting, LLC
Financial Planning & Consulting
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Services
We offer all of these services on an hourly basis
Financial Planning
Executive Compensation
Estate Planning/Settlement
Financial Implementation
Cash Flow & Balance Sheet Planning
• Financial Goal Setting • Net Worth Calculations • Current Cash Inflow/Outflow Analysis • Budget Development & Implementation https://static.wixstatic.com/media/11062b_d501f436970747e0a9dec680ac7b5b81~mv2.jpg
Retirement Planning
• Retirement Savings/Accumulation • Retirement Spending/Decumulation • Retirement Vehicle Selection https://static.wixstatic.com/media/11062b_e307bbb190bc45779396814f8e6761db~mv2.jpeg
Investment Planning
• Asset Allocation • Portfolio Construction • Investment Selection • Annuities Review https://static.wixstatic.com/media/11062b_acf574ddd70b46e0b38086256ea2ddbc~mv2.jpeg
Tax Planning
• Tax Strategies • Tax Projections/Modeling • Tax Withholding Analysis https://static.wixstatic.com/media/nsplsh_2ba405701b69460e9dc1f110851e52d8~mv2.jpg
Executive Compensation Planning
• Stock Concentration Analysis & Diversification Planning • Cost Basis Research • Public Company Stock Option Modeling/Restricted Stock Analysis • Private Company Stock Option Modeling/Restricted Stock Analysis • Deferred Compensation Election Planning https://static.wixstatic.com/media/11062b_c8a13f487b3f4bce813b4bd33973becc~mv2.jpg
Estate Planning
• Beneficiary Review • Asset/Liability Summary Report • Bequest Planning • Implementation Assistance https://static.wixstatic.com/media/11062b_e7e1c68aa1eb450e919ced1984fabae7~mv2.jpeg
Insurance Planning/Risk Management
• Property & Casualty • Liability • Health • Life • Disability • Long-Term Care https://static.wixstatic.com/media/nsplsh_5aa070456b534829a1332b2545b9358a~mv2.jpg
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