Who We AreV Financial Partners is more than just numbers. Loving People Through Finance™ is what we do. We care about your finances, family, faith, and your future aspirations. We are a Cleveland, Ohio based financial planning*, insurance, and wealth management practice with clients nationally. You are busy and finance is complicated. We are here to help. Together, we will enhance your current plan, protect what matters most, and grow together. We will celebrate joys and endure life’s sorrows together. Each of our advisors have lost a parent at a young age. This unites us to care for you and your family. As you may just be starting out, in the heart of your career, leading a business, or near retirement - we are ready to partner with you. Our Resources
*Financial planning is offered by Tyson Vines, Erin Vick and Joe Milford, Financial Advisers offering financial planning through Eagle Strategies LLC. V Financial Partners is not owned or operated by Eagle Strategies LLC or its affiliates. ^Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs. Your AdvisersJoseph Milford, CFAPartner, Financial AdviserLearn from yesterday. Services
Financial Planning ProcessDiscussEngagement Meeting DesignAnalysis & Strategy DeliverPlan Presentation Trusted Guidance. DiscussBuilding a financial plan designed to help you meet your financial ambitions begins with a discussion. Depending on your individual situation, your discussion may be focused on some or all of the following:
DesignOnce we have gathered all the necessary data and have a full understanding of your goals, this information will be carefully analyzed to develop a strategy designed specifically to meet your financial objectives. DeliverWe will meet with you to deliver a proposed financial plan. Once all the details in your plan are agreed to, it is important to implement the plan. Should you choose to work with us to implement your plan, you will benefit from having a financial expert who is well-versed with your financial picture, preferences, and concerns to help you navigate changes in the market, changes in your goals, or other unexpected circumstances. 1 Life, disability, and long term care products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality. |