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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
Retirement Planning
Retirement Savings/Accumulation Retirement Spending/Decumulation Retirement Vehicle Selection
Investment Planning
Asset Allocation Portfolio Construction Investment Selection Annuities Review
Tax Planning
Tax Strategies Tax Projections/Modeling Tax Withholding Analysis
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
Estate Planning
Beneficiary Review Asset/Liability Summary Report Bequest Planning Implementation Assistance
Insurance Planning/Risk Management
Property & Casualty Liability Health Life Disability Long-Term Care
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