CJ
Office Manager
CJ serves as Office Manager for our CPA and financial-services office. She works directly with clients and supports front-office operations. A former hotel general manager, licensed cosmetologist, and founder of a chronic-illness support group, she brings a wealth of hospitality experience and a passion for helping and anticipating clients’ needs. Her strengths in customer service, policy and procedure oversight, staff training, and smooth workflows create an environment of exceptional support for individuals and business owners who rely on us for tax, bookkeeping, and advisory services.
We consider our Services a Family Office. Family Offices are reserved for business owners and families to create a team to manage their businesses, finances, and financial legacy. VMG Financial is a Multi-Family Office approach serving the underserved small businesses and families in America.
Usually…
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CPAs
CPAs are usually historians and accounting for your numbers in the past. Our CPAs provide you with forward looking tax plans.
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Financial Advisors
Many financial advisors charge a 1% fee and rely on a buy-and-hold strategy without actively protecting your investments. We believe the best return comes from reinvesting in your business or managing your wealth for your family and legacy. Our proactive approach adjusts to market conditions, offering more flexibility and growth potential.
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Attorneys
Attorneys set up your entity and you usually never talk to them again. We partner with attorneys to ensure your family and business get the best legal benefit of all structures.
Our CPAs, Financial Advisors and Attorneys work on your behalf.
We call our approach the Triangle Wealth…
Our Family Office Services
Including, but not limited to:
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Tax Preparation
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Business/Real Estate Tax Incentives
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Financial Advisory
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Business Expansion
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Retirement Planning
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Insurance Planning
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Sales Consulting
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Estate Planning