Company Update: June 17th 2025
Let’s call it what it was:
a rough season.
We had turnover that caught us off guard.
Some new hires didn’t pan out.
And in a year where we built better systems and raised expectations for accountability, we learned the hard way that not everyone embraces those standards. Good people left. Great ones, too. Even some of our key team members faced unexpected illness that pulled them away from the front lines right when we needed them most.
I, personally, want to say:
thank you for your grace.
Thank you for your patience. And to anyone frustrated with delayed communication or a longer-than-usual turnaround time: I hear you, and I sincerely apologize. This is not the level of service you deserve, and it’s not the level of service we built our reputation on.
When I took over this business, I thought better systems and greater accountability would bring growth. I didn’t think they’d cause growing pains. But with today’s full employment market, it’s easy for someone to jump to a role with less pressure and fewer standards.
And yet, you’ve stuck with us.
You’ve believed in us.
And I’ll be the first to admit: the people who paid the highest price were our loyal clients, our hardworking employees, and my own family — my wife Denise, and my boys, MJ and Axe — who saw the strain and stood beside me through it all.
But here’s the good news:
We’re back.
Fully staffed, fully re-energized, and fully committed to finishing strong.
We’ve ramped up operations. We’re pushing returns out the door daily. Our systems are tighter, our team is stronger, and our vision has never been clearer. We’re rebuilding not just a business, but a client experience rooted in responsiveness, reliability, and above all, respect for your trust in us.
This is a new chapter, and it starts now.
We’re deeply grateful to serve you.
Warm regards,
Matt Linklater
President, VMG Financial
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Phil Beat The S&P 500... 8 YEARS IN A ROW!
THE RESULTS SPEAK FOR THEMSELVES
👉
Verified by Nasdaq Dorsey Wright and The Spaulding Group:
There’s about a 0.000026% chance that money managers will beat the S&P 8 years in a row... and Phil just did it.
One Million Dollars
Invested 2017-2024 would be:
S&P 500: 3.02 Million
Berkshire Hathaway: 2.78 Million
CORE OEX 4.08 Million
❌
✅
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If you’ve ever wondered “Am I still on the right track?” now’s the time to ask...
💼 The Bottom Line: You Deserve the Best
Our mission is simple:
🔹 To provide you with tax and financial services that not only meet expectations, but exceed them.
🔹 To deliver clarity and confidence, no matter the complexity of your finances.
🔹 To stand by you with a stronger team, smarter systems, and unwavering commitment.
If you ever have a question, a concern, or just want to talk, I’m here.
Your trust matters more than ever.
Warm regards,
Matt
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Let’s ensure your financial future stays on track.
Disclaimer: The information provided in this communication is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any particular security or investment. Past performance is not indicative of future results, and all investments involve risk, including the potential loss of principal. It is important to conduct your own research and consult with a qualified financial advisor before making any investment decisions. The opinions expressed herein are those of the author and do not necessarily reflect the views of the firm. This material is based on information believed to be reliable, but no warranty is given regarding its accuracy or completeness.