Vern is considered a legend and a pioneer in the financial planning field. He is recognized among his peers and the financial media as one of the leaders in the financial planning movement before it was a real discipline. His accomplishments in the financial planning field are unparalleled. They include among other achievements:
Vern holds a degree in Philosophy from Wheaton College in Illinois and 35 Graduate credits from American University, University of Southern California, and New York University.
He is a retired Major in US Air Force. He was also a liaison officer for the Air Force Academy.
Vern and his team has managed portfolios and done financial planning for clients for a combined 82 years. Like the popular TV ad says “We know a thing or two because we have experienced a thing or two”. We like to add that “Money is never our client, real people are”
Call Vern for a complimentary discussion at 203 321 1220 or his cell at 203 247 3726
Life has a way of “happening”. As your Personal Wealth Coach, we work with you as your needs, responsibilities and opportunities change.
With these changes, you must continually ensure that you are making appropriate adjustments in your plan.
Our process will address Life Events such as:
These events and many more can greatly impact your future. We work closely with you to properly balance your immediate needs while staying
focused on your long-term objectives. Too often, life events can take you off track. Our holistic process will help you manage these changes
and stay on course.
Growth creates opportunity. As independent advisors we are able to provide you an array of financial solutions with no proprietary products or constraints. From basic needs to complex strategies, we have the ability to effectively serve you.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure