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 Securities & investment advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC. 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.

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?

When was the last time you paid yourself first?
05/29/2020
Pay Yourself First

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

You can start Social Security benefits as soon as you reach 62.  Know the rules before deciding. #SocialSecurity
05/26/2020
When Should You Take Social Security

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
05/22/2020
Budgeting After a Divorce

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
05/19/2020
Tax Rules When Selling Your Home

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

You’re the conductor of your 401k, IRA and taxable savings.
05/15/2020
Orchestrating Your Retirement Accounts

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Some simple, inexpensive energy-saving tips that may help you save money.
05/08/2020
A Penny Saved is Two Pennies Earned

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
05/05/2020
The ABC’s of Auto Insurance

It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance

What kind of auto insurance should you have? Do you know?

The beans brewed for your morning coffee may have changed hands many times  #MorningCoffee
05/01/2020
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.

“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
04/24/2020
The Other Sure Thing

“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
04/21/2020
Perception vs. Reality

Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity

There’s an alarming difference between perception and reality for current and future retirees.

There are four basic steps to calculating the value of an estate.
04/17/2020
Four Steps to Valuing an Estate

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The truth is a little more complicated with these personal finance idioms.
04/14/2020
The Latte Lie and Other Myths

The truth is a little more complicated with these personal finance idioms.

Do you know these three personal finance sayings?

Three steps may make a difference if you find yourself suddenly single.
04/10/2020
Suddenly Single: 3 Steps to Take Now

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
04/07/2020
Retiring the 4% Rule

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Earnings season can move markets. Find out why.
04/03/2020
Earnings for All Seasons

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
03/31/2020
From Boats to Brokers

The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
03/27/2020
Directors and Officers Liability Insurance

D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

03/27/2020
Your 401(k) & COVID-19: Market Uncertainty in Action

Concerned about your 401(k) and COVID-19? Check out this webinar to find out what is going on with the market and what you can do for your retirement savings.

Have you noticed some wild swings in your 401(k) account balance? Watch this webinar hosted by Belle Osvath, a Certified Financial Planner practitioner and l...

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
03/24/2020
What Do Your Taxes Pay For?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax

Here's a breakdown of how the federal government spends your tax money.

[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
03/20/2020
The Fed and How It Got That Way

[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy

Here is a quick history of the Federal Reserve and an overview of what it does.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
03/17/2020
Once Upon a Goal

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
03/10/2020
Fixed or Variable Mortgage, Which Should You Pick?

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Don't put all your eggs in one basket: an old saying that may apply to your investments. #Diversification
03/06/2020
A Look at Diversification

Don't put all your eggs in one basket: an old saying that may apply to your investments. #Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
03/03/2020
Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
02/28/2020
Critical Estate Documents

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
02/25/2020
How to Read Your Credit Report

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
02/21/2020
Choosing a Business Structure

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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

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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.

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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!