Every client gets a personalized financial plan, updated yearly at no extra cost. While other firms typically charge between $2,000 and $5,000 for this service, we offer it as part of our standard package. Unlike many firms, we also include plan implementation as a key part of our process at Ville Wealth Management.

Financial Planning

Retirement Planning

Investment Planning

Employee Benefits Planning

  • Employee Benefits Review

  • Changing Jobs

Cash Flow Planning

Business Planning

  • Transition Planning

  • Wealth Protection

Education Planning

Life Events

  • Marriages / Weddings

  • Divorces within the Family

  • Death of a Spouse or Family Member

  • Birth of a Child or Grandchild

Estate Planning

  • Updating or Preparing Estate Plan

  • Minimizing Federal & State Estate Tax

  • Selecting Your Trustee & Executor

  • Preparing Heirs for Inheritance

  • Child with Special Needs

  • Titling of Assets / Avoiding Probate

  • Gifting to Family & Others

  • Supporting a Charitable Cause

Samples From Our Process

Snapshot

Goals

Retirement

Social Security

Tax Estimate

Estate Flow

Net Worth

Asset Allocation

Cash Flow

Stress Test

Tax Analyzer

Scorecard