“Excellence is never an accident; it is the result of high intention, sincere effort, intelligent direction, skillful execution and the vision to see obstacles as opportunities.” (Anonymous)

 

Have you planned for your retirement?

Achieving retirement fulfillment means that you have a plan and a path that you will take to be there.

 

Do you understand your required rate of return to meet your financial plan?

Goals based investing is assisting in developing a plan according to your unique needs, desires and time horizons.

 

At VB Strategic Planning Solutions we will provide the following:


Clarity around your values

Clarity around your goals

A complete financial picture

The cost and value impact on your planning

An advice audit

A quality financial plan that is comprehensive, coordinated, communicated and interactive