We provide a Tax Efficient Portfolio so
that your wealth can grow faster
We understand the growth and journey of your dollar and the effect taxes can have on your investments
See assumptions behind the growth chart at: www.VFOS.com/webdocs/GrowthAssumptions.pdf
Are you maximizing money available to fund your vision? Learn from a recent 88-year period! Using our Tax Efficient Asset Management Solution ("TEAMS"), we can help you maximize your portfolio returns after-taxes, after policy management decisions, after-fees, and after-distributions! See how….
Solutions for Over 40 Years