Why Our High-performing VFO

Is Right for You

Accomplished individuals and families can achieve more by partnering with the right financial professionals, those who offer:

  • Access to products, experts and resources that amplify success
  • Acumen from years of serving the complex financial and personal needs of affluent clients
  • Attentiveness to each client’s unique vision

At VFO Consulting Group, We’re in the Business of More.

You are in the Business of Success.

So Are We.

If you are an entrepreneur, business executive or high-net-worth individual, a VFO offers a more tailored approach to your holistic wealth management needs. Our custom solutions include:

Investment Management

We offer access to public, private and alternative equity and fixed-income investments and informed guidance to maximize returns and mitigate risk.

 

Tax Planning and Mitigation Strategies

Tax laws are complicated and dynamic. The ongoing tax planning support we provide investors can reduce their tax burden and grow assets over time.  

 

Generational Wealth Planning

Your legacy and the long-term prosperity of future generations begins with comprehensive planning, education and collaboration. Our team has expertise in strategies designed to grow and preserve your wealth over time.

 

Retirement and Cash Flow Planning

The future starts now. Being prepared for retirement goes beyond a portfolio balance. From maximizing withdrawals to ensuring a secure cash flow and maintaining asset allocations that align with clients’ evolving needs, we bring the informed guidance you need today, and tomorrow.

 

Asset Protection

Risk can’t be avoided, but it can be managed. It comes in many forms and from different places: unexpected family and health issues, market risk, divorce, and more. Our large team of professionals brings decades of experience to each of these scenarios to help manage risk to your prosperity.

Estate Planning

Protecting your assets, avoiding probate, trust creation … the intricacies and nuances of proper estate planning require foresight, expertise and a true understanding of what you want your legacy to be. You’ll find all this and more working with us.

Business Succession and Liquidity Event Guidance

For most entrepreneurs, their business is their largest asset. Creating and executing a succession plan – including pre- and post-transaction guidance – comes with many potential challenges. Working with a team experienced in succession planning is essential.

Family Office Services

Wealthy individuals and families have sophisticated needs beyond financial planning and wealth management.  Our family office capabilities address each client’s unique needs today and into the future.

Your Financial Stress Test

Capture meaningful opportunities and the results you seek through our proprietary, no-cost Financial Stress Test. The Most Common Issues Uncovered by our Stress Test Include:

  • Taxable Income mitigation strategies were not considered.

  • Estate plans do not provide for heirs as desired.
  • Excessive, overpriced or poorly structured life insurance.
  • Personal umbrella policies are inadequate.
  • Family wealth could easily be lost when children divorce.

  • Conflict and dissension among heirs.

  • Asset protection plans have problematic “backdoors.”

  • Charitable monies can easily be redirected.

Check the health of your wealth by taking our Financial Stress Test.

The Financial Stress Test is free. But its insights are invaluable.

Let’s Get Started

Start Building Your Optimal Financial World Today
with a Complimentary Discovery Meeting.

Securities are offered through Realta Equities, Inc., Member FINRA / SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd LLC located at at 835 Main Street, Building 200, Buda, TX 78610. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.