VBISERVICES.COM

We offer a new concept in risk planning, one that will bring the entire picture into focus by providing coordinated advice about personal insurance planning, executive benefits, estate, tax, distributions, business succession, and other financial matters. Our clients rely on our team to identify relevant areas of risk, ask clarifying and exploratory questions to identify goals, generate custom solutions and manage the implementation in conjunction with their legal and tax advisors, when applicable. At the core of our consultation, we remain unbiased and solely focused on providing clients an effective and efficient solution, even when our services may not be the most viable option... We believe the success of our model is a direct result of providing an exceptional client experience... In today's challenging environment it is essential to have a risk advisory team with experience not only in the technical nuances of their profession but professionals that have navigated through..