V Financial Partners

A legacy of love

We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
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We're here
to help
New York Life is dedicated to serving professional advisors
We're in this together
It all starts with you
We're right here
with you
We have the answers... and we're happy to share
You planned for
her arrival

Plan to always protect the ones you
love most.
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We're right here
with you
Great Rewards

Learn how great rewards begin with
the first step.
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We have the answers... and we're happy to share
Bring your career to life
Bring your career to life
What do you want
to do?
Bring your career to life

Dedicated to Caring for Your

Financial Future

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

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.

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Loving People Through Finance

Your Advisers

Tyson Vines

Founder & Financial Adviser

Loving People
Through Finance.

Erin Vick

Founder & Financial Adviser

Your Success
is My Mission

Joseph Milford, CFA

Partner, Financial Adviser

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

Jeremy Soditch

Partner, Financial Services Representative

Educate,
Strategize,
Initiate.

Services

Term Life Insurance
Permanent Cash
Value Life Insurance
Long Term Care Insurance
Disability Income Insurance
Executive Insurance Benefits

Investment Advisory Services^*
Social Security Optimization
Individual Retirement Plans (IRAs, Roth IRAs, Solo(k), SEP IRA)
Company Sponsored Retirement Plans (401k, 403b, SIMPLE)

Investment Advisory Services^*
Institutional Wealth Management^*
Non-Proprietary Mutual Funds + ETFs
Guaranteed Income Annuities
Fixed + Variable Annuities

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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Learn More

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

In The News

Economic
Outlook

Personal
Planning News

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Locations

Aurora Office

33 N Chillicothe Rd, Suite H
Aurora, OH 44202
At the intersection of 306 and 82

Cleveland Office

6100 Oaktree Blvd, Suite 300
Independence, OH 44131
At I-77 and Rockside Road

Virtual Office Tour

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Tyson Vines is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA (CA Insurance License #0I05879), CO, CT, FL, GA, IA, IL, IN, MD, ME, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WI, and WV. No insurance business may be conducted outside of these states referenced.

Tyson Vines is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Tyson Vines is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of OH, TX, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, NC, NJ, NY, OK, PA, SC, TN, UT, VA, WA, WI, and WV As such, these services are strictly intended for individuals residing in the states referenced.

Erin Vick is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of FL, GA, MI, NC, OH, TN, TX, and WA. No insurance business may be conducted outside of these states referenced.

Erin Vick is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, FL, MA, MI, NC, OH, TN, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Erin Vick is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the state of OH, AL, AZ, FL, GA, MA, MI, NC, NJ, NV, PA and WA . As such, these services are strictly intended for individuals residing in the states referenced.

Joseph Milford is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, CA (CA insurance license OK75523), CO, FL, GA, IA, IL, IN, KY, MA, MI, MO, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, and WI. No insurance business may be conducted outside of these states referenced.

Joseph Milford is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of GA, OH, PA, FL, AZ, CA, IL, IN, KY, MA, MI, MO, NY, OK, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Milford is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the state of OH, CA, FL, GA, IL, IN, KY, MI, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Jeremy Soditch is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CO, GA, FL, MI, NC, OH, PA, SC, TN, and WI. No insurance business may be conducted outside of these states referenced.

Jeremy Soditch is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of FL, OH, PA, SC and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Tyson Vines is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

V Financial Partners is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither V Financial Partners nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

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For additional information, visit Customer Relationship Summary.pdf