![]() ![]() Who We AreV Financial Partners is more than just numbers. We care about your finances, family, faith, and your future aspirations. We are a Cleveland, Ohio based financial planning*, insurance, and wealth management firm with clients nationally. With Tyson’s experience with Wall Street firms and international investors, Erin’s executive leadership in the healthcare industry, and Tyler's legal, accounting and corporate consulting experience, V Financial Partners creates a distinctive, blended approach to understanding the science and human impact of financial planning*. As you may just be starting out, in the heart of your career, or near retirement - we are here to help. Our Resources
![]() ![]() ![]() ![]() *Financial planning is offered by Tyson Vines, financial advisor offering financial planning through Eagle Strategies LLC. V Financial Partners is not owned or operated by Eagle Strategies LLC or its affiliates. ^Crump® is an independent distributor of life insurance. Crump® is an indirect subsidiary of BB&T Corporation, the sixth largest insurance broker in the U.S. and the seventh largest internationally. Crump® provides traditional and variable life, long-term care, disability and annuity products. Your Advisers![]() ![]() Erin VickFounder & Financial AdvisorSuccess is personal & different ![]() Tyler Koepf, JD, CPA*Financial AdvisorMy goal is to… Services![]()
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Financial Planning ProcessDiscussEngagement Meeting DesignAnalysis & Strategy DeliverPlan Presentation Trusted Guidance. DiscussBuilding 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:
DesignOnce 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. DeliverWe 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. |