Solutions

From financial planning and family office services, retirement planning and investments, Venture Visionary Partners offers customized strategies that are designed to address your goals holistically.

As advisors and consultants, we bring to bear our years of institutional experience and specialized expertise, and a successful collaborative approach of having worked together for years.

Financial planning is our foundational service through which we initially map your financial journey. With distinct steps of understanding, planning, reviewing, implementing, and monitoring, our team will guide you towards achieving your goals with regular and transparent communications.

We often work with multigenerational clients and are well-versed in developing family mission statements and managing the psychology of family dynamics.

Clients have also turned to us when facing an impactful life event – such as an inheritance or a divorce – or by a significant liquidity event – such as the sale of a company or the structuring of a compensation package.

Our Approach

The heart of our business is our unwavering focus on exceptional client service. This begins with truly listening and understanding your needs, hopes and dreams, as we guide you through confident decision-making to help preserve, sustain and optimize your financial situation and legacy.

We strive to earn your trust by being able to provide comfort during the emotional trials of financial decision-making, by simplifying the complexities of wealth management, by openly communicating and educating about the freedoms and responsibilities of affluence.

Through our integrity and relationship-minded approach, we are proud of the consistent word of mouth referrals we receive from existing clients as well as their other trusted advisors, including CPAs and attorneys.

Services Overview

FINANCIAL
PLANNING
RETIREMENT
PLANNING
CREDIT
SOLUTIONS
INVESTMENT CONSULTING & PORTFOLIO MANAGEMENT
BUSINESS SERVICES
PLANNING
CHARITABLE GIVING
STRATEGIES
PRE-LIQUIDITY
PLANNING
FAMILY OFFICE SERVICES, INCLUDING GOVERNANCE & WEALTH EDUCATION
CORPORATE CONSULTING SERVICES (401K, 403B, CASH BALANCE ETC.)

Financial Planning

Our planning services cover
  • Wealth Transfer
  • Charitable Giving
  • Retirement
  • Education Planning

Every relationship starts with a financial planning conversation, seeking to define goals and objectives of the client. Our focus begins with a very precise analysis of the probability of your current personal balance sheet being sufficient to achieve your needs for retirement as well as the goals for your legacy.

We will take a holistic approach in reviewing your assets and liabilities, including deferred income and taxation considerations. We will use your financial data to build a roadmap for your future. Your plan may call for saving more, spending less, or adjusting your investment portfolio. In every case, our recommendations are customized to meet your overall objectives and align with your values.

Wealth Management

Our investment process covers
  • Asset Allocation
  • Portfolio Monitoring
  • Proactive Management
  • Periodic Rebalancings
  • Clear Communications

Using the roadmap of your financial plan, VVP will design a customized investment portfolio to best achieve your rate of return objectives against your risk tolerance and time horizon. The asset allocation we recommend will take into account the need for diversification of multiple asset classes within global capital markets.

We will continually monitor your portfolio and investment performance, in the context of the macro economic environment as well as your personal goals, communicating with you regularly. When deemed necessary, we will suggest a portfolio rebalancing to better position your holdings to enhance returns and reduce risk.

Insurance Planning

We look at assets and liabilities, performance expectations and risk tolerance – your dreams as well as your concerns.

When we build a customized comprehensive financial plan for you, the financial plan helps VVP consider the many elements of the client’s circumstances – as well as the priorities of your day-to-day life.

That means we look at assets and liabilities, performance expectations and risk tolerance – your dreams as well as your concerns. Everything in life has a potential downside, and that’s what we prepare you for.

An important component of your financial plan is insurance, and our team of specialists know how to evaluate the risks in your life, in your portfolio, and with your legacy. We integrate smart solutions into your holistic plan that address your needs for wealth preservation and risk mitigation. We work with you to make sure your hard-earned success is sustainable against the uncertain times in life.

Retirement Planning

We look at assets and liabilities, performance expectations and risk tolerance – your dreams as well as your concerns.

At VVP, we recognize the importance of planning for post-retirement income, and we specialize in building strategies to help ensure the longevity of your wealth. For employees looking ahead to beyond their working years, the role of a properly managed 401(k) plan can be vital to your overall financial plan. For employers, being able to offer a robust and fiscally stable retirement savings plan is critical to retaining your current employees and attracting new ones for the future.

Our team of experienced advisors work with companies and organizations, as well as their plan participants, to provide professional management of their 401(k) plans, beginning with a clear education on the options available and the benefits that matter most.

Corporate Consulting Services

It may be common practice for businesses to use savings and retirement solutions as an employment benefit, but all too often, this approach lacks a clear vision for long-term success.

VVP’s retirement plan consultants bridge the different gaps between your fiduciary duty, the ever-evolving regulatory environment, and the engagement of your employees. Our team takes the lead in creating – or reimagining – the means by which your people can achieve a universal goal: their retirement.

Our Plan Management Process

VVP’s Retirement Plan Consulting Team strives to be known as a trusted and valued fiduciary partner. Their mission and commitment is to focus on the core areas of plan design, develop measurable participant outcomes, and support you in your oversight of the plan under ERISA.

DIRECT SERVICE AGREEMENT:
Serving as a 3(21) or 3(38) Investment co-Fiduciary

DEFINED CONTRIBUTION, DEFINED BENEFIT, & NON-QUALIFIED PLANS:

401(k), Safe Harbor Evaluation, Profit Sharing Only, 403(b), Cash Balance, Pension (Investment Management), Executive Savings, Deferred Compensation

FIDUCIARY OVERSIGHT

  • Plan Provider Fee Management
  • Plan Assessment and Governance (Administrative & Investment),
  • Legislative & Regulatory Updates (DOL & ERISA-related)
  • 404c Compliance Monitoring
  • Plan-Related Insurance Reviews (EPLI, D&O, Fidelity)

SERVICE PROVIDER OVERSIGHT

  • Independent Benchmarking
  • Vendor Review & Relationship Management
  • Issue Resolution
  • Transition Management (Conversions, Mergers, and Terminations)

INVESTMENT PROCESS MANAGEMENT:

  • Investment Policy (Design, Implementation, & Ongoing Review)
  • Menu Construction and Monitoring
  • Risk-Based Asset Allocation Portfolios
  • Regular Plan Sponsor Reviews with Comprehensive Reporting
  • Meeting and Recommendation Minutes
  • Document Retention (Electronic & Hard Copy)

EMPLOYEE ENGAGEMENT & ANALYSIS:

DESIGN & CONDUCT ENROLLMENT & EDUCATION STRATEGIES INCLUDING:

  • Plan-Level Investment Utilization & Participation Analysis
  • Individual Employee Assessments and Financial Planning
  • On-Site & Virtual Engagement Capability

ANCILLARY SERVICES:

THESE SERVICES ARE INCLUDED AS PART OF STANDARD SERVICES IN A DIRECT AGREEMENT, BUT OUR TEAM WILL CONSULT ON A PROJECT BASIS FOR MANY PLAN-RELATED NEEDS, INCLUDING:

  • Income Replacement & Financial Wellness
  • Investment Committee Fiduciary Training
  • RFI, RFP, and Benchmarking