Virtus Financial Partners prides itself in its ability to offer a robust service platform for the busy professional. We take planning very seriously and expect to spend as much time as necessary to ensure our clients understand and feel comfortable with the plan we design to fit their unique needs. We have seen many times that individuals do not understand all of the variables that influence their financial plan. We take this challenge head on by educating our clients on the various components and products that make up their plan, revisiting the plan on a consistent basis, as well as being accessible to our clients when they need us. There is an expectation to go through an annual comprehensive review to ensure your plan keeps up with your changing lifestyle, the global economic market and tax environment.
Financial planning is a marathon, not a sprint. Our clients expect us to be complete and thorough in the advice we provide and our knowledge of the solutions that best fit their needs. We approach every plan with one adage: to do the right thing for our client, every time, taking no shortcuts, no matter what the situation is.
We honestly feel that if we can provide the very best in service and a level of knowledge to our clients, then we will have a mutually beneficial relationship.