WHO WE ARE
V 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
Our Broker Dealer is NYLIFE Securities LLC. They focus on providing clients with world‐class brokerage services and a wide variety of investment options.
Our Registered Investment Advisor Partner is Eagle Strategies LLC, a subsidiary of New York Life, allowing for institutionally managed investment portfolios and fiduciary financial planning services.
Our Advanced Planning Resource is The Nautilus Group®, whose employees have expertise in areas of law, accounting, and estate and business planning.
Our Insurance Broker Partner is Ash Brokerage allows us to use the top insurance companies as needed.
*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 ADVISERS
SERVICES
Term Life Insurance
Permanent Cash
Value Life Insurance
Long Term Care Insurance
Disability Income Insurance
Executive Insurance Benefits
Investment Advisory Services*
Social Security Optimization
Individual Retirement Plans (IRAs, Roth IRAs, Solo(k), SEP IRA)
Company Sponsored Retirement Plans (401k, 403b, SIMPLE)
Investment Advisory Services*
Institutional Wealth Management*
Non-Proprietary Mutual Funds + ETFs
Guaranteed Income Annuities
Fixed + Variable Annuities
Financial Planning Services*
Life Insurance Planning
Insurance Planning
Charitable Programs
The Nautilus Group®
FINANCIAL PLANNING PROCESS
TRUSTED GUIDANCE. COMPREHENSIVE SOLUTIONS.
Discuss
Building 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:
Net Worth Analysis
Cash Flow Analysis
Education Planning
Investment Planning
Retirement Planning
Protection Planning1
Estate Planning
Business Planning2
Executive Benefits Planning
Charitable Planning3
Design
Once 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.
Deliver
We 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.
2 Eagle Strategies Financial Advisors cannot do a formal business valuation analysis.
3 Eagle Strategies Financial Advisors cannot provide tax, legal, or accounting advice. Please seek the guidance of your own professional tax, legal, or accounting advisor before making any decisions.
GET IN TOUCH
LOCATIONS
Aurora Office
33 N Chillicothe Rd, Suite H
Aurora, OH 44202
At the intersection of 306 and 82
Ohio Office
14516 Detroit Ave
Lakewood, OH 44107
Cleveland Office
6100 Oaktree Blvd, Suite 300
Independence, OH 44131
At I-77 and Rockside Road
San Diego
4365 Executive Dr, Suite 800
San Diego, CA 92121
LOCATIONS