Vannoy Advisory Group, Inc.
"Our goal is to help people overcome their worries and concerns about money and investing so they have more time to focus on what's most important to them." –Neil Vannoy, MBA, CFP
We believe that financial planning is the most important part of the work we do. That being said, a financial plan doesn’t have to be complex and run hundreds of pages to provide value. A great financial plan only needs to answer two questions:
1. Where do I want to go financially?
2. What will it take to get there?
We don’t produce canned financial plans. Our financial plans are customized for each Client’s unique situation, and we involve Clients in all phases of the planning process. Together we’ll define and prioritize your financial goals, discuss the assumptions used in the planning software, and put together your desired “what if” planning scenarios in your financial plan.
The portfolios we design are based on each Client’s unique situation. You will never be assigned to standardized model portfolios based on your answers to a generic risk tolerance questionnaire. After all, what good is a portfolio that fits your risk tolerance if it doesn’t fit your financial goals?
Together we’ll customize an investment portfolio and investment strategy based on your financial goals. Our investment advisory (IA) services will make sure your investment strategy is implemented properly, your portfolio is monitored regularly, and your investment mix changes as your financial needs and goals change.