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Multigenerational Families

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As your personal CFO, we strive to understand your individual financial situation inside and out — that includes each and every member of your family from adult children to grandchildren. We are here for you and your family every step of the way.

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Whether you’re deciding on when to retire or would like a second look at your estate plan, we provide experienced advice that strives to save you time, energy and money as you navigate the retirement years you’ve worked so hard to enjoy. Lean on VWG to help you plan for a second home, travel or philanthropy while ensuring you will not outlive your funds.

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Gen X

Many Gen X-ers are juggling a lot: careers, kids, and aging parents. When it comes to your career, you may be in your prime earning years but you’re also saving for college and may also be playing the role of a caregiver for aging parents. Let us help you by taking financial planning off your plate. We will work with you to understand your risk tolerance, measure your ability to handle risk and determine current and future resources available for the management of your assets and investments.

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Early Career

As a young, ambitious professional, you may be empowered to do much of your financial planning and investing yourself, but there may be some opportunities you’re missing out on. At VWG, we can help you align your financial plan with your long-term goals and help get you where you want to be.

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