VWG Checklists

Spring Cleaning Checklist

VWG urges everyone to use Spring as a catalyst to do an annual review and organization of certain financial records and issues. We are here to help, please reach out if you have questions or need assistance.

Review and Organize

What to Keep, What to Shred

They say that spring is the time for renewal, an opportune time to discard the spent and unwanted, allowing new growth to emerge. VWG Wealth Management couldn't agree more, especially as it pertains to organizing and pruning your personal and financial records.

Record-Keeping Refresh

Identity Theft Victim

Correct steps to take if your social security or other personal information has been stolen or compromised. Please contact VWG Wealth Management if you need further assistance on how to protect yourself should you be a victim of identity theft.

Protect Yourself

Contact VWG Wealth Management

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