Comprehensive & Custom Designed.

Financial Planning

At VI Institutional, our clients seek to translate their wealth, in all its forms, into lifelong financial security. Typically clients have a bigger vision for their wealth such as satisfying accomplishments, helping to ensure the wellbeing of loved ones, or making an impact on causes that truly matter to them.

A Comprehensive Approach

True financial planning isn’t simply about using your money to make more money. Instead, it’s about leveraging your wealth—in all its forms—to actively shape a secure and satisfying future. Our planning encompasses:

  • Retirement planning
  • College planning
  • Risk management
  • Tax minimization
  • Philanthropy
  • Estate planning

An Ongoing Planning Relationship

Life evolves; situations and goals change. As they do, your financial plan must evolve as well.

And of course, life is full of surprises: When a potential opportunity or difficulty arises, we are there to help you navigate toward the best possible outcome.

At VI Institutional, we love working with clients who have a passion for the future. Why? Because we get to play an instrumental role in helping them to achieve that future.

Schedule a meeting to see if our services are right for you.