What does it take to be able to help clients gain financial peace of mind? To me, it requires a great team of Certified Financial Planner™ professionals that has access to cutting-edge technology and best-in-class resources. As a new member of VFO Hub, we’ve added a significant information source to our advisors’ toolboxes — one that has the potential to have a meaningful impact on our clients.
What is VFO Hub? In a nutshell, it’s a network of tax and legal experts who are available to provide strategies for specific tax issues to passionate, proactive planners. But it’s not just any ol’ group; founder and CEO Alex Sonkin has gathered a powerful network of specialists — putting them through a rigorous due diligence process before welcoming them to the community.
Alex readily admits he copied Amazon’s philosophy of focusing on providing amazing customer experiences when he founded VFO Hub 11 years ago. He saw the value in offering members access to independent CPA firms, family offices, law firms and best-in-class peer-reviewed specialists — opening up a whole universe of possibilities for their clients.
Until I spoke with Alex, I was unaware that tax attorneys are not allowed to market strategies they have developed or use them to solicit business. Thus, the odds are slim to none that someone outside a practitioner’s area would ever learn about them. VFO Hub eliminates that issue by ensuring these strategies don’t remain a secret.
We see tremendous potential for this association to benefit our clients who have unique financial planning issues. Instead of having to search for and vet local specialists, our advisors will have 24/7 access to education on a wealth of strategies as well as the opportunity to request ideas for custom designed solutions created by using over 150 unique strategies in combination. We believe this is a real game-changer when it comes to our comprehensive financial planning ability, and our team is excited to take advantage of it to help our clients.*
*WorthPointe does not provide tax or legal advice and clients should seek the advice of their own tax legal advisor for specific information regarding the tax or legal consequences of any planning or investment strategy recommended by our firm.
Other articles filed under Market Commentary
April 19, 2021 - The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The...
January 25, 2021 - 2020. Whew! I’m sure we’re all glad that’s over with, but as they say, beware what you ask for. Thankfully, my clients have stayed healthy and have mostly relegated to focusing on other areas of their lives like work, family,...
October 14, 2020 - Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or...
July 17, 2020 - Why does it seem like the investment markets rarely do what you want or expect them to do? It’s like walking a dog. Imagine someone walking a straight line down the sidewalk and hoping the dog will follow the same...
April 20, 2020 - “Wow.” When I pause, look out the window, and think about the current state of affairs, that’s the word that most easily slides off the tongue — and I know those of you I’ve spoken with recently share that sentiment....
- When Do You Need To Talk About Disability Insurance?
- Risks, Opportunities And Relief — A Financial Update From Morgan