Broker Check

Our Services

 Our Services

We develop and maintain the financial blueprints that enable our clients to achieve their life goals.

  Your financial life is about more than investments. It's about the people, goals and opportunities that matter most to you. Through personalized planning and access to Baird's specialists, we help coordinate every aspect of your financial picture, creating strategies designed to support your priorities today and for years to come.

Retirement Planning

Your lifestyle will almost certainly change when you enter retirement - so should how you think about money. 

Learn more

Tax Planning

Making the most out of our clients’ money starts with recognizing all the ways taxes can impact their financial future. Years of experience have prepared us to guide you through your life transitions. 

Learn more

Estate Planning

It's not just for the ultra-wealthy. An estate plan can help you protect your assets and make things easier for your heirs. 

Learn more

Education Planning

With more students graduating from college with thousands of dollars in student loan debt, funding an education can be one of the most impactful investments you can make. 

Learn more

Additional Services: Corporate and Executive Guidance

At the VBC group, we provide specialized guidance for corporate executives, directors and employees navigating stock compensation, equity positions and company stock strategies. Our team works alongside Baird specialists to help simplify complex financial decisions and align them with your broader wealth planning goals. Click below to learn more about our specialized services that help clients create a foundation of success.

Learn more
Image for All That Matters: Shiny Signals

All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

Image for Small Change

Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

Have a Question?

Thank you!
Oops!