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VWG Checklists

Surviving Spouse Checklist


Use this guide to stay organized during this difficult time.

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Year End Checklist

Checklist of topics and specific strategies that should serve as a catalyst for conversations with our team.

YEAR END TAX, RETIREMENT, ESTATE AND GIFTING PLANNING CHECKLIST

Estate and Trust Planning Guide

VWG Wealth Management is happy to help with your estate planning needs. Please reach out to your financial advisor if you need guidance.

Plan and Review

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

Financial Affairs Checklist


VWG prioritizes planning – whether it is saving for college, planning for retirement or preparing your financial affairs in the event of a tragedy.

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Contact VWG Wealth Management

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