Vannoy Advisory Group, Inc.
Our Services
Our broad range of services and flexible, needs-based business model allow us to give you the exact advice you need...no more, no less.
Our goal is to provide you with competent, professional advice on your terms!
Examples of Some of Our Services
Personal Financial Planning
• Budgeting / Spending Plan
• Determining Your Net Worth
• Building a Solid Foundation
• Second Opinion on Current Plan
Investments
• Investment Selection / Investment Mix
• Portfolio Design / Asset Allocation
• Investment Mistakes to Avoid
• Risk Minimization
• Budgeting / Spending Plan
• Determining Your Net Worth
• Building a Solid Foundation
• Second Opinion on Current Plan
Investments
• Investment Selection / Investment Mix
• Portfolio Design / Asset Allocation
• Investment Mistakes to Avoid
• Risk Minimization
• Ongoing Asset Management
• Second Opinion on Current Portfolio
College Planning
• Ways to Save for College
• How Much to Save
• What to Do if You Haven’t Started
College Planning
• Ways to Save for College
• How Much to Save
• What to Do if You Haven’t Started
Retirement Planning
• How Much Is Enough
• Which Account Is Best (401k, IRA, Etc.)
• Pre-Retirement Counseling
• Creating an Income Stream
• Protecting Your Nest Egg from Inflation
Life Transitions
• Preparing for a Possible Job Loss
• Getting Married / Starting a Family
• Handling Finances in a Divorce
• Managing an Inheritance or Lump Sum
Insurance Needs Analysis
• Life Insurance
• Disability Insurance
• Long-Term Care Insurance
• How Much Is Enough
• Which Account Is Best (401k, IRA, Etc.)
• Pre-Retirement Counseling
• Creating an Income Stream
• Protecting Your Nest Egg from Inflation
Life Transitions
• Preparing for a Possible Job Loss
• Getting Married / Starting a Family
• Handling Finances in a Divorce
• Managing an Inheritance or Lump Sum
Insurance Needs Analysis
• Life Insurance
• Disability Insurance
• Long-Term Care Insurance