Why Virginia Estate and Retirement Planning Advisors, Inc.?
An Educated Investor Is Our Best Client
As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies, and online discount brokers are vying for your business. But what type of firm should you trust? At Virginia Estate and Retirement Planning Advisors, Inc., we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional financial advisors who are brokers. It’s a distinction we are proud of and that benefits you:
- Unlike a broker, we are not licensed to sell you securities.
- We are a Registered Investment Advisor and only sell you our advice.
- You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interest we have in serving you.
- We are an independent, privately owned firm with deep roots in the community.
- We don’t have a huge marketing budget and rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve.
- As an independent advisory, we choose financial products and services that are best suited for you – unbiased by the demands and sales quotas that could be imposed by a corporate parent.
- Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs.
- You receive personal attention and advice from professionals who come to know you.
Financial Planners Virginia Blog
- Tom’s “Money Talk” For ChildrenAs Americans try to spend less and go on a budget this provides an opportunity to teach the next generation financial principles they may never have seen in the prosperous years they have been alive. Here are my ten principles, which I often communicate in person, for teaching children about money: 1. Talk about money. ... […]
- After The Tax Return Dust SettlesIt’s a familiar feeling. Relief. Exhilaration (or frustration at having to pay *more* taxes!). Gratitude for a job well done by your preparer. Unless you’ve filed for an extension, however you feel about your tax return…chances are, it’s done. But, even now, we do get some questions. So, I thought I would answer some of ... […]
- The First Step To Reclaiming Control Over Your TaxesOur clients who filed with us this year already feel the peace-of-mind that you were able to claim every possible deduction which is legally allowed in the tax code for 2011. After all, we put each return through an extensive review process to ensure you keep as much of your hard-earned income as the IRS ... […]
- A Report — Not a StrategyIt’s true — there are certain people for whom this Note doesn’t apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much. However, since YOU have chosen to invest yourself in our services (or at one point considered it), you are probably in the ... […]
- Giving Your Refund Away?We have many clients who are receiving refunds this month, and that number of course will only be rising. So, here’s a thought for you: What would it look like for you to give your refund away? Yes, this is a radical idea to think about, but consider: what does this refund represent to you? ... […]