Making sense of your finances and
devising a viable wealth management or financial plan now requires
more time and effort in today's changing environment. You are likely
to have many different - perhaps conflicting - financial goals.
Deciding how to meet those goals requires careful planning,
involving several important steps: evaluating where you are today;
deciding where you want to be at some future date; devising a plan
to achieve that goal and putting the plan into effect; and reviewing
the plan regularly to see that it continues to meet your needs.
Wealth planning is essential to
long-term financial success and helps to ensure a secure future. We
provide a variety of products and services: individual retirement
plans, insurance services, estate planning, saving for
your children's education, planning for special needs and unforeseen
circumstances, and even customized plans and services to help assess
your financial needs. Whatever your situation, our financial
planning services can help.
In implementing our wealth
management program, your portfolio will ultimately be constructed
primarily using a mix of Individual Stocks, Bonds, REIT’S.
We are strictly independent in our evaluation of the
proper securities for your account, with no bias toward proprietary
products. Your portfolio will be entirely customized to meet your
specific needs, goals, and objectives.
As a vFinance Investments client, you will have access to investment
opportunities that match your preferences and interests via your own
personal and confidential Financial Web Page. Thanks to our advanced
technology, you can view all your vital account information and
current market data on your Personal Financial Web Page. This
advanced “cockpit” is a secure online page filled with and powerful
new controls that will assist you in making informed investment
Free Dividend Reinvestment
Your investment goals and objectives may require modification
over time. The need for income derived from your investment
portfolio may change, and you will need to adjust the reinvestment
selection of your dividends. With vFinance Investments you can have
your cash dividends automatically reinvested at no charge. You can
choose to have dividends reinvested from your entire portfolio or
from just a few select stocks. All activity is listed on your
monthly statement. Contact us either by email or via an account
representative to change the reinvestment options of your entire
portfolio, or if you want select positions reinvested.