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How we aim to help

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.

Seeking help from multiple professionals to serve your various needs can also add to that complexity.

That’s why we’ve built a diverse team, including two Certified Financial Planners, to be on your side. Your financial goals will evolve from a general strategy to a fully integrated plan of action – leveraging financial planning, investment management, insurance, tax and estate planning strategies.

Give Us A Call: 770-485-1876

Voted Best Financial Planner in Woodstock 2020 & 2021!

Financial Planning

CFP® Led Integrated planning to suit your desired outcome .

Insurance

Protect assets & future earnings.

Investment Management

Coordinate & Execute strategy

Retirement Strategies

Ensure you’re on track to life the style of life you desire upon retirement.

I want to talk about investments
I want to talk about overall financial strategy

Ensure your strategies are pointing to your desired outcome

We know all individuals have their own special circumstances, just as you have a unique set of goals and concerns. We are here to adress most of your financial needs with thoughtful and innovative planning strategies. We give guidance to families, businesses, professionals, & executives.

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Every situation is unique – and that is what I love. Helping people find the right combination of financial strategies to match exactly the outcome they are looking for.

Aaron Vincent, CFP®

PRESIDENT, Certified FINANCIAL PLANNER

How it Works

A Simple Process

Data collection

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Guaranteed ROI

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Always Online

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Reach Out

Give us a call or request a call through our online form.

Information Gathering

We meet to understand your end goals & gather information.

Custom Plan Created

Based on your unique situation – a full financial strategy is created.

Time tested investment methods

Over 30 high quality professionally designed pre-built website concepts to choose from.

No Hidden Charges or tricks
Quick and Safe Transactions
An award winning company

Core Values


Innovate

Are we working with tomorrow in mind?


Solve

Are we confidently creating solutions?


Empower

Are we making each other better?

The best part of VFG is the team. I’ve never been around a group of people who genuenly are looking to put the client’s objectives above all else. 

Alek Searcy

Operations manager

Recent News

Checkout our recent yet amazing blog and get your knowledge enlightened

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Helping people enhance their wealth

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Helping the Community of Woodstock

Plan, Invest, & Protect

BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms. Research here: https://brokercheck.finra.org/