VLP Financial Advisors

VLP Financial Advisors At VLP Financial Advisors, we provide sound financial solutions for individuals, families and business owners to properly position, help protect, leverage, and transfer wealth.

Strategic Financial Advice - It's The Decisions You Make That Matter. We provide sophisticated investment solutions based on each individual situation, and the specific needs, goals, and circumstances of each client. We approach each and every client from a holistic and personal perspective starting with a custom financial plan. What Makes Us Unique: Financial Planning is a process that involves discovering your goals and developing a plan to help meet those goals. We have over fifty years of collective experience in planning and assisting our clients in making financial decisions. Using a team approach, we are able to provide a broad range of financial services with specific experience, and strong, personalized client support. To help you reach your goals, needs, and objectives, our services include: Cash Flow Analysis College Funding Advice Elder Care Strategies Estate Planning Investment Analysis Second Opinion on Investments or Current Financial Plan Income Tax Planning Insurance Analysis Personal Financial Planning Retirement Planning Strategies 8391 Old Courthouse Road, Ste 203, Vienna, VA 22182. Securities & advisory services are offered through Cetera Advisor Networks LLC (doing business in CA as CFGAN Insurance Agency) member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. No products will be presented in any of the above presentations. All content is for informational purposes Cetera is under separate ownership from any other named entity.

Operating as usual

What’s the difference between a General Obligation bond and a Revenue bond?  #MunicipalBonds
09/01/2020
All Muni Bonds Are Not Created Equal

What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds

Gaining a better understanding of municipal bonds makes more sense than ever.

Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
08/28/2020
How to Retire Early

Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Do your kids have the right stuff for college? #CollegePrep
08/25/2020
Countdown to College

Do your kids have the right stuff for college? #CollegePrep

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Have trouble talking to your family about money? This webinar is for you! Join us tomorrow for a 1 hour complementary ev...
08/19/2020
Welcome! You are invited to join a meeting: Webinar - Talking to Your Parents About Finances. After registering, you will receive a confirmation email about joining the meeting.

Have trouble talking to your family about money? This webinar is for you! Join us tomorrow for a 1 hour complementary event hosted by author Cameron Huddleston. Register at the link below! #weneedtotalk

Join us for a complementary 1 hour webinar where author Cameron Huddleston will be sharing her ideas on how to help someone start the conversation with their retirement-aged parents, or conversely, with their adult children.

Could your portfolio benefit from a zero-coupon bond?
08/14/2020
The ABCs of Zero Coupon Bonds

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Rose Della Price's birthday was this week she celebrated with her family and close friends. VLP sent her a fruit bouquet...
08/13/2020

Rose Della Price's birthday was this week she celebrated with her family and close friends. VLP sent her a fruit bouquet because she's the sweetest! #birthday

It’s possible to avoid these classic #retirement traps, with a little preparation.
08/11/2020
Retirement Traps to Avoid

It’s possible to avoid these classic #retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

Valuation is important for business succession, estate taxes andeven qualifying for a loan.
08/07/2020
What is the Value of Your Business?

Valuation is important for business succession, estate taxes andeven qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
08/04/2020
Estate Management Checklist

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

There are ways to protect your business in the event of your death or the death of a partner.
07/31/2020
Insuring Your Business With a Buy/Sell Agreement

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Anyone feel like DANCING? Check out these Throwback Thursday formal dance pictures of some of our staff #TBT #prom
07/30/2020

Anyone feel like DANCING? Check out these Throwback Thursday formal dance pictures of some of our staff #TBT #prom

Periodic withdrawals in retirement may not be such a good idea.
07/28/2020
Systematic Withdrawals in Retirement

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

The beans brewed for your morning coffee may have changed hands many times  #MorningCoffee
07/24/2020
The Economic Journey of Your Morning Coffee

The beans brewed for your morning coffee may have changed hands many times #MorningCoffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

It's Dan's Birthday! We weren't able to celebrate in person this year so we sent him a cake from Nothing Bundt Cakes - h...
07/22/2020

It's Dan's Birthday! We weren't able to celebrate in person this year so we sent him a cake from Nothing Bundt Cakes - he's VLP's MVP!

How can you successfully transfer your wealth to future generations? Find out at our complementary webinar tomorrow! Reg...
07/22/2020
Welcome! You are invited to join a meeting: Webinar - Family Wealth Planning...Preparing the Next Generation. After registering, you will receive a confirmation email about joining the meeting.

How can you successfully transfer your wealth to future generations? Find out at our complementary webinar tomorrow! Register at the link below.
#estateplanning #familywealth #moneymoves #smartwealth

Join us for a complementary 1 hour webinar when Tim Steffen of PIMCO Investments will discuss how to successfully transfer your wealth to future generations.

If you died, what would happen to your email archives, socialprofiles, and online accounts?
07/21/2020
Safeguard Your Digital Estate

If you died, what would happen to your email archives, social
profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Second homes have unique risks and insuring them is different than a primary home.
07/17/2020
Insuring Your Second Home

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Happy throw back Thursday everybody! - check out the evolution of VLP #TBT #throwback
07/16/2020

Happy throw back Thursday everybody! - check out the evolution of VLP #TBT #throwback

VLP's very own Rose Della Price was quoted in an article about how Financial Advisors and their firms are weathering the...
07/14/2020
Advising During the Pandemic: How Advisors Are Holding Up

VLP's very own Rose Della Price was quoted in an article about how Financial Advisors and their firms are weathering the Corona Virus storm. #covid19 #staystrong

Our industry is among those better positioned to move into online practices. An array of advisors talk about what it has been like to pivot to a new way of taking care of clients.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
07/14/2020
How to Make the Tax Code Work for You

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
07/10/2020
Dog Bites Neighbor. Now What?

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Happy #ThrowBackThursday everyone - guess which VLP employees these cute kids grow up to be?!! #TBT
07/09/2020

Happy #ThrowBackThursday everyone - guess which VLP employees these cute kids grow up to be?!! #TBT

Business owners should consider a succession plan sooner rather than later.
07/07/2020
Succeeding at Business Succession

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Could you find acres of diamonds in your own backyard? Watch this video.
07/03/2020
Acres of Diamonds

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
06/23/2020
Trends in Charitable Giving

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
06/12/2020
Red Flags for Tax Auditors

These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit

Here are six flags that may make your tax return prime for an IRS audit.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
06/05/2020
Dog Bites Neighbor. Now What?

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
06/02/2020
Insuring Your Business Against Cyber Liability

Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Address

8391 Old Courthouse Rd, Ste 203
Vienna, VA
22182

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

(703) 356-4360

Alerts

Be the first to know and let us send you an email when VLP Financial Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to VLP Financial Advisors:

Videos

Our Story

Strategic Financial Advice - It's The Decisions You Make That Matter. We provide sophisticated investment solutions based on each individual situation, and the specific needs, goals, and circumstances of each client. We approach each and every client from a holistic and personal perspective starting with a custom financial plan. What Makes Us Unique: Financial Planning is a process that involves discovering your goals and developing a plan to help meet those goals. We have over fifty years of collective experience in planning and assisting our clients in making financial decisions. Using a team approach, we are able to provide a broad range of financial services with specific experience, and strong, personalized client support. To help you reach your goals, needs, and objectives, our services include: Cash Flow Analysis College Funding Advice Elder Care Strategies Estate Planning Investment Analysis Second Opinion on Investments or Current Financial Plan Income Tax Planning Insurance Analysis Personal Financial Planning Retirement Planning Strategies Securities & advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. All content is for informational purposes Cetera is under separate ownership from any other named entity.

Nearby law practices


Other Wills & Estate Lawyers in Vienna

Show All

Comments

Thank you very much to Keri C Baldino and VLP Financial Advisors for matching her donation to my 10th year as a St. Baldrick's fundraiser!
Thank you for your matching donation from Keri C Baldino to support The St. Baldrick's Fundraising efforts!
Thank you for your matching donation from Keri C Baldino to support The St. Baldrick's Fundraising efforts!
We did our adopt-a-highway pick up today!