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Dear Clients,
I want to give you a concise, honest update, to let you know what’s been going on behind the scenes here and why I’m genuinely excited about the road ahead.
All the best,
Matt Linklater
President
New Faces, Familiar Commitment
Yes, we’ve had changes in our team. Turnover isn’t easy. But behind every change is an opportunity for a stronger, more capable practice.
We’ve carefully brought in new talent. We are welcoming dedicated professionals who bring fresh energy, expertise, and a shared commitment to your financial well-being.
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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...
🔧 Systems That Work For You
We’re not just hiring; we’re investing in systems that work.
✅ Every new hire has a clearly defined role, with a detailed playbook of responsibilities. This means no confusion, no wasted time, just results.
✅ We’re streamlining workflows with checklists and proven processes to ensure your tax returns, financial reports, and advice are delivered promptly and accurately.
💼 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
Let's Connect
Reserve a call or in-person meeting
Schedule a complimentary consultation or year-end review by calling 239-278-0762.
You can also schedule on My Calendar or reach out to admin@vmgfin.com by email.
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.