What We Can Offer

We work closely with individuals, families, and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their goals and objectives.

We complement these services with robust execution capabilities and attentive client service. Our goal is to help our clients pursue their wealth management goals through careful advice, astute investment management, and access to the capabilities and network of Virginia Asset Group.

Our services include:

Financial Planning

Mutual Fund

Mutual Fund

When you buy a mutual fund, you’re pooling your money along with other investors. You put money into a mutual fund by buying units or shares of the fund. As more people invest, the fund issues new shares. The investments in a mutual fund are managed by portfolio managers. Virginia Asset Group works strategically with our partners to secure the a wide range of funds for our clients versus limited selections at traditional wire house firms

Managed Money

Managed Money

With a managed account, our clients invest in an allocation of funds, and the manager purchases shares of securities for the account portfolio. The account holder owns the securities and may direct the manager to trade them as desired. Virginia Asset Group manages their own in-house portfolios as well as provides access to many other Portfolios to meet the individual and specific needs of our clients.

Retirement Planning

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Retirement Planning

This is a personalized conversation with one of our advisors to help determine your specific retirement goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Our Advisors will develop plans that provide clear actions, steps, and decisions necessary to achieve your specific goals.

Estate Planning

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Estate Planning

Preparing for the future is an important conversation of your financial plan. Estate Planning is a critical planning opportunity to achieve the continuation of family wealth for all sizes of estates. Put simply, an effective Estate Plan allows you to pass an inheritance to who you want, how you want, when you want, by implementing strategies appropriate to the size of your estate and the risks that are specific to you, your family, and your business, if applicable. We do not ourselves provide legal or tax advice, instead we partner with a team of professionals whose expertise are to custom design these plans as each individual’s plan to ensure their legacy will be achieved well into the future.

Education Planning

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Educational Planning

Setting out strategies and developing sound planning for future educational expenses is an essential part of your financial plan. Expenses for college can vary greatly, and there are several options when considering how to cover these costs. These options include 529 Plans, Coverdell Education Savings Account, and gifting just to name a few. Our Advisors will work to tailor a specific plan to meet your goals, and help guide you on which option works best for your family.

Professionals

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Professionals

Throughout our relationship, we continue to work to understand your changing circumstances and objectives, as well as evolving market dynamics and opportunities. In this way, we can ensure that our ideas and actions on your behalf are always aligned with your goals and interests and supported by our best and most current thinking.

Individuals and Families

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Individuals & Families

We are here to help safeguard you and your family through the life’s many changing events. Whatever your unique situation, we have financial solutions designed to help

Executives and Business Owners

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Executives and Business Owners

We provide professional guidance to meet your exclusive needs. From retirement plans to employee benefits, our advisors understand your needs in today’s every changing business community

Endowments and Foundations

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Endowments and Foundations

We understand the evolving space of nonprofits, charities, foundations and endowments. Our firm will partner with you to provide reliable guidance to achieve your mission and goals for generations to come.

Protection Planning

Life Insurance

Life Insurance

Life insurance is an essential product in the area of wealth management – for financial protection, saving, for investing, and for passing on wealth to the next generation. Life insurance is an essential product in the area of wealth management – for financial protection, saving, for investing, and for passing on wealth to the next generation. In addition to traditional life insurance, we also offer short-form applications and an expedited underwriting process that allows policies to be approved at the time of completing the application. This process can be an effective solution for clients who do not want to endure the process of full underwriting as well as clients who may be considered a substandard risk when applying for fully-underwritten insurance.

LTC

LTC

Our Long-Term Care Planning offerings are an integral part of your comprehensive financial plan and can ensure tax benefits, plan funding, guaranteed cost certainty, and more. Unlike traditional Long-Term Care Insurance, our solutions do away with “use it, or lose it” benefits. Statistically, 70% of Americans will require some form of Long-Term Care in retirement. While no one can predict if you will need care, we can help to create a suitable plan to protect your family and ensure multi-generational financial security, whether you use the benefits or not.