Team Services
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Team Services

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, business evaluations, title services, mortgage solutions, relator services, 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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       George Klimis,               Harold Bradshaw   True Blue Title

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Randa Moore      Coldwell Banker

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  Greg Richardson,            Austin Richardson         Capstone Insurance

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Bianca Naughton Vensure HR

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        Manny Rizzuto        Cross Country Mortgage

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Richele Green       Richele Insurance Girl

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Vilardi Wealth Management Services




Brokerage Accounts

Managed Investments

Goverment Securities


Disability Insurance

Life Insurance

Long-Term-Care Insurance

Retirement Plans

401(k) Planning


Partner Services

Tax Planning

Estate Planning

Human Resources 

Payroll Administration

Employee Benefits

Property & Casualty

Umbrella Policies

General Liability

Health Insurance

Title Services

Real Estate Services

Business Evaluation

Mortgage Solutions

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.   |  727-304-5484