Consulting

At VZN, we prefer to work in close contact with our clients, often employing a two-person approach, which involves a principal team captain and a dedicated staff member working together to serve your financial needs at every stage. That way, we can better follow the nuances of any development, evaluating assets and adjusting priorities to help you achieve your short- and long-term goals.

Whether you’re concerned with issues like estate and retirement planning or business entity selection, ownership succession and beyond, we understand there are subtle and not-so-subtle considerations at stake. By partnering with you on a personal level, we can read between the lines of what a balance sheet might dictate, subsequently, advising you in ways that potentially hold greater value.