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VFF's Mission

How VFF Works

VFF's mission is to get to know and understand your needs, wants, and long-term goals. VFF wants to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing a business to planning for retirement, these finance challenges can be burdensome and be a large source of stress. Our commitment is to utilize all of our resources to help you pursue your goals. 

Joe believes VFF can be a perfect “out of the box” fit for small business owners and retirees, and VFF is not afraid to challenge conventional wisdom in an approach to investing, planning, and tax. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of Joe's primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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