Our Concierge Planning business enables individuals access to a multi-family office (MFO) providing financial help, friendly service, and strategies that fit your needs. If you are looking for independent, objective financial planning without conflicts of interest, you have come to the right place. VJH Concierge Financial Planning operates as a hybrid advisor, allowing us to perform both fee and c
ommission based business. This combination enables us to offer our clients a full suite of products and services from a variety of firms and a choice as to how to be charged. In addition, as an IAR, Vernon Henry has a “fiduciary duty” to his clients; meaning that he has an obligation to provide proper investment advice and always act in the best interests of his clients (individuals or organizations), and investments made on their behalf must be suitable when accounts are established. We study historic trends, relationships among investment classes, philosophies and approaches of successful investment managers to acquire valuable insight and find the mix that we believe will meet your objectives. Our Concierge Planning business enables individuals access to a multi-family office (MFO) providing high touch, sophisticated solutions, tailored to a very specific set of needs, regardless of their net worth. Although, clients are not obligated to embrace it, it is part of our protocol to oversee a family’s entire financial universe offering access to concierge services, life style management, debt management solutions, philanthropy, tax and estate planning solutions, and all other financial services and guidance. We are passionate about the quality of our services and motivated to prove ourselves worthy of trust, knowing that our clients feel confident that we strive to allocate assets responsibly and that we will act in their best interest at all times. OUR PROCESS
An initial appointment will allow us the opportunity to see if we are fit to work together and will introduce you to our process. We will evaluate how your financial basics are fulfilled, determine what matters most to you and your family, how your lifestyle is funded, prepare for emergencies, retirement plans and finally how to leave a legacy. Our analysis will help you set goals, formulate a plan, look at opportunities and options for your specific circumstance and help you implement your choices. Once we set a working plan we expect to schedule periodic meetings every time you experience changes that affect your financial objectives as well as ongoing reviews. Ultimately, we need your cooperation and a disciplined approach on both sides to succeed creating the financial path that you deserve. Please call us today, to bring to life your personal blueprint!
865-940-0278
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