Call for Complimentary Consultation:
Toll Free (866) 407-4320, (817) 717-3812
Wealth Management with Character,
              Moral Strength and Excellence

Our Process

CONNECT WEALTH PROCESSTM

Step 1: Connect with You.  This is why we do what we do.  This step is about getting to know you, your family, your goals and any other pertinent information that will help determine if we can help you, and if so, the best way to do so.

Step 2: Your Empowered Game Plan.  This is how we do what we do.  To ensure you are confident and feel secure in your financial future, we build a stress tested, written plan based on your goals that details what we will do and how we will do it in an effort to help you get from where you are today to where you want to be in the future.  Knowledge and planning are your path to empowerment.

Step 3: Your Risk Appetite.  What’s your number?  Have you ever tested your risk level?  What is a moderate risk portfolio?  What should you expect your downside losses to be if you desire a 6%, 8%, or 10% return?  Are you sure you truly understand the risk you are accepting?  Our systematic approach will quantify risk and help ensure your expectations are understood and met.

Step 4: Your Enhancement Advantage.  Financial efficiency matters.  Wealth management for us is so much more than managing assets.  Are you paying too much in taxes?  How well does your insurance work for you?  Do you desire an objective review of your legacy plan?  Having a fragmented approach to finances leads to inefficiencies that can erode cash flow and net worth.  Enhancement Advantage focuses on:

  • Tax planning with the goal of reducing your taxes both short-term and long-term.  Our “What if” analysis provides real options to help reduce your tax liability.
  • Efficiency testing to ensure you are not paying too much in risk management and that every possible dollar is working for you, not others. 
  • Legacy builder to facilitate an objective review of your estate plan.  The new tax laws have added huge risks to the old estate planning techniques.  Are you safe?

Step 5: Our Interactive Partnership.  Stay connected for life.  We will have multiple ongoing reviews annually to ensure we are on track as your life and assets change.  This keeps us connected with you and helps us continue to maximize the efficiency of your wealth, including ongoing tax planning reviews, efficiency tests, and other important analysis (social security, college planning, charitable giving, etc.). 
  

V&E Wealth Management

     Connect now. Learn more. Live better.

V&E Wealth Management and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, a registered investment advisor.  Level Four Advisory Services and V&E Wealth Management are separate entities from LPL Financial. 

 
The Virtus View is a weekly to bi-weekly e-mail publication that Brian authors in order to keep you updated on the current market situation.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Serivces, a registered investment advisor.
Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Arizona, Arkansas, California, Florida, Georgia, Maryland, Michigan, Minnesota, Missouri, Mississippi, South Carolina, Texas, Washington, The Virgin Islands.
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