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Virginia Asset Management, LLC

Virginia Asset Management, LLC

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Accelerate your Independence. Have a Plan.

For over 30 years, helping entrepreneurs & families plan for and achieve their economic independence.  

Financial Planning

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Financial Planning

Never underestimate the power of a plan.

Although having a plan seems intuitive, most ‘financial professionals’ will lead with whatever product they seek to sell.  

The mistakes we see most frequently with respect to investment decisions, tax & estate planning, health care & social security benefit elections, insurance, or business planning typically come from making decisions in a vacuum. 

Our view is a simple one – but requires hard work and skill.  Financial decisions will be made more effectively if you do the following:

  1. Detailed discussion on the client’s ‘end goal’.
  2. Thorough examination of all the moving parts – balance sheet, cash flow, tax returns, benefits, insurance, estate planning documents, budget, etc. 
  3. Frame the current economic reality in a format that allows you to run multiple planning scenarios. 
  4. Identify the priority action items to begin closing the gap between the ‘end in mind’ and the current reality. 
  5. Execute that plan.
  6. Be ready to pivot – because life is not linear. 
  7. Review & Refine consistently.

Starting with a financial plan can lead to more efficient execution and better outcomes. Straightforward? Yet, this is the step we see skipped most often.

The more organized we are and the better we know you and your other advisors, the more impactful our advice will be.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.​ 

Call Us (804)330-0711

Virginia Asset Management is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Virginia Asset Management are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Virginia Asset Management are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. Financial Professionals do not provide specific tax/legal advice. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

3402331 DOFU 03/2021

 

130 Wylderose Drive

Midlothian, VA 23113

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