Dedicated to Caring for Your

Financial Future

Through Wealth Management,
Financial Planning*, & Insurance Solutions.

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Who We Are

V Financial Partners is more than just numbers. Loving People Through Finance™ is what we do. We care about your finances, family, faith, and your future aspirations. We are a Cleveland, Ohio based financial planning*, insurance, and wealth management practice with clients nationally.

You are busy and finance is complicated. We are here to help. Together, we will enhance your current plan, protect what matters most, and grow together.

We will celebrate joys and endure life’s sorrows together. Each of our advisors have lost a parent at a young age. This unites us to care for you and your family.

As you may just be starting out, in the heart of your career, leading a business, or near retirement - we are ready to partner with you.

Our Resources

  • Our Broker Dealer is NYLIFE Securities LLC. They focus on providing clients with world‐class brokerage services and a wide variety of investment options.
  • Our Advanced Planning Resource is The Nautilus Group®, whose employees have expertise in areas of law, accounting, and estate and business planning.
  • Our Registered Investment Advisor Partner is Eagle Strategies LLC, a subsidiary of New York Life, allowing for institutionally managed investment portfolios and fiduciary financial planning services.
  • Our Insurance Broker Partner is Ash Brokerage allows us to use the top insurance companies as needed.
 
 

*Financial planning is offered by Tyson Vines, Erin Vick and Joe Milford, Financial Advisers offering financial planning through Eagle Strategies LLC. V Financial Partners is not owned or operated by Eagle Strategies LLC or its affiliates.

^Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs. 

 

Loving People Through Finance

Your Advisers

Headshot for Tyson Vines, Financial Adviser

Tyson Vines

Founder & Financial Adviser

Loving People
Through Finance.

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Tyson's Story


Headshot for Erin Vick, Financial Professional

Erin Vick

Founder & Financial Adviser

Your Success
is My Mission

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Headshot for Erin Vick, Financial Professional

Joseph Milford, CFA

Partner, Financial Adviser

Learn from yesterday.
Live for today.
Plan for tomorrow.

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Headshot for Erin Vick, Financial Professional

Jeremy Soditch

Partner, Financial Services Representative

Educate,
Strategize,
Initiate.

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Services

protection
  • Term Life Insurance
  • Permanent Cash
  • Value Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Executive Insurance Benefits
retirement
  • Investment Advisory Services*
  • Social Security Optimization
  • Individual Retirement Plans (IRAs, Roth IRAs, Solo(k), SEP IRA)
  • Company Sponsored Retirement Plans (401k, 403b, SIMPLE)
investments
  • Investment Advisory Services*
  • Institutional Wealth Management*
  • Non-Proprietary Mutual Funds + ETFs
  • Guaranteed Income Annuities
  • Fixed + Variable Annuities
estate
  • Financial Planning Services*
  • Life Insurance Planning
  • Insurance Planning
  • Charitable Programs
  • The Nautilus Group®
 

Financial Planning Process

Discuss

Engagement Meeting
Data Gathering

Design

Analysis & Strategy

Deliver

Plan Presentation
Plan Implementation
Review & Monitor

Trusted Guidance.
Comprehensive Solutions.

Discuss

Building a financial plan designed to help you meet your financial ambitions begins with a discussion. Depending on your individual situation, your discussion may be focused on some or all of the following:

  • Net Worth Analysis
  • Cash Flow Analysis
  • Education Planning
  • Investment Planning
  • Retirement Planning
  • Protection Planning1
  • Estate Planning
  • Business Planning2
  • Executive Benefits Planning
  • Charitable Planning3

Design

Once we have gathered all the necessary data and have a full understanding of your goals, this information will be carefully analyzed to develop a strategy designed specifically to meet your financial objectives.

Deliver

We will meet with you to deliver a proposed financial plan. Once all the details in your plan are agreed to, it is important to implement the plan. Should you choose to work with us to implement your plan, you will benefit from having a financial expert who is well-versed with your financial picture, preferences, and concerns to help you navigate changes in the market, changes in your goals, or other unexpected circumstances.

1 Life, disability, and long term care products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.
2 Eagle Strategies Financial Advisors cannot do a formal business valuation analysis.
3 Eagle Strategies Financial Advisors cannot provide tax, legal, or accounting advice. Please seek the guidance of your own professional tax, legal, or accounting advisor before making any decisions.

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To be effective you need to be an expert, love what you do, and do it.

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