offices in Naples, Fort Myers, and Estero, Florida
Financial Strategies For Your Family & Business
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Here Is Where I Find The Fragmented Advice Comes In...
For 10 years, I worked for Allstate, AXA, and Ameriprise. I performed advanced tax and financial planning, where I met with five different advisors a day.
In all my years of experience, here is what I have found to be generally true:
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CPAs are usually historians and accounting for your numbers in the past.
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Financial advisors want to charge you 1% and put your money in the stock market.
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Attorneys set up your entity and you usually never talk to them again.
YOUR TRUSTED PARTNER
Trustworthy Lending Solutions
VMG Financial Solutions prioritizes client trust and long-term relationships to ensure your financial
What Is a Family Office?
A family office is a private wealth management advisory firm that serves ultra-high-net-worth in dividuals(HNWI). Family office sare different from traditional wealth management companies in that they offeratotal solution to managing the financial and investment need sof an affluent in dividual or family.
That is Why We Recommend Our Family Offices
Our CPAs provide you with forward-looking tax plans.
Our financial advisors know your money’s best return is back in your business. We known your family has certain needs of tax implixations and retirement income to maximune your legacy.
We partner with attorneys to make sure your family and business are getting the best legal benefits of all the structures.
Get a cpa,financial advisor,and attorney working together for you!
Our family office services include but are not limited to:
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Business Tax Planning
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Entity Structure
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Captive Insurance
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Executive Rental
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Business Expansion
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Deal Flow
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Deal Analysis
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Pitch Deck
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Development
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Real Estate
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Cost Segregation
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Bonus Depreciation
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Installment
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Deferred Sales Trust
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Retirement Planning
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Roth conversion
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Income Planning
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Legacy
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Estate Planning
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Revocable Trust
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Irrevocable Trust Estate
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Tax Planning
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Financial Advisory
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Investment Advisory
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401k/ Profit sharing Self
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Directed IRA
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Portfolio Management
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Sales Consulting
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11 Step Business Optimization System
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Insurance Planning
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Buy Sell Agree
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Key man Strategies
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Premium Finance
Who The VMG Financial Family Office For…
If you’re a business owner and want help managing profits and growing your business. If you have money in the stock market and want to make sure you’re protected from downturns.
If you want to make sure you’re paying the legal minimum in taxes. If you want to be protected from the high costs of Probate the 40% Estate Tax.
Here is the Deal…
If you want a CPA,Financial Advisor and Attorney to be working side by side to maximize your family’s wealth,the VMG Financial Officeis for you!
Our mission is to help families maintain financial viability in the present while taking a proactive approach to achieving future goals.
Call or Email to Schedule Your No Obligation Appointment…
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Schedule a Consultation
More Info
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239-278-0762
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Offices Location:
Naples Office:
2670 Horseshoe Dr N
Suite 204 Naples, Florida 34104
Estero Office:
10600 Chevrolet Way
Suite 217 Estero, Florida 33928
Fort Myers Office:
1361 Royal Palm Square Blvd
Suite 1 Fort Myers, Florida 33919
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