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How We Work

At VFC, we specialize in assisting individuals in formulating robust retirement strategies tailored to their financial requirements. We are dedicated to educating our clients about financial principles and products, demystifying the realms of investing, insurance, estate preservation, human resources, payroll administration, employee benefits, and wealth management. It is precisely for this reason that, here at VFC, we have forged specific strategic partnerships

Our Partners

Feel free to explore the informative links to our partners below for further details. Uncertain about where to begin or dealing with multiple needs? Worry not! Any of our partners will be delighted to kickstart your journey and provide guidance in the right direction.

Vilardi Wealth Management

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Henny L. Shomar-Tripp Scott-Attorneys at Law

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Michelle Bradley-Tax Pro Business Advisory Group

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Greg & Austin Richardson Capstone Insurance

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Jennifer Klismet-VensureHR




Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Additional Services

Retirement Plans

Tax Plans

Human Resources 

Payroll Administration

Employee Benefits

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Property & Casualty

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  727-304-1410