Our Services 

Virtus Financial Parters offers comprehensive financial and insurance services to the professional business person. We are consultants to all facets of your risk and financial management. Our recommendations come only after reviewing all components of your financial plan and matching them with the most strategic and competitive solution available.



  • Budgeting/Cash Flow
  • Student Loan Debt Management 
  • Goal Based Planning
  • Ongoing Advice
  • Personalized Portfolios
  • Asset Allocations
  • Tax Loss Harvesting
  • Risk Profile Assessment
  • Employer Sponsored Retirement Plans Group Insurance Plans
  • Key Person planning
  • Buy-Sell Arrangements
  • Exit Strategy Planning
  • Disability
    • Own Occupation
    • School/Employer Discounts
    • Personalized Features
  • Life
    • Short to Long Term Options
    • Collateral Assignments for Practice Financing