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We create strategies that are tailored to your needs and goals.
Over 45 years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We have built a solid reputation for wise financial guidance for over 45 years. Driven by our success, we want to support your needs and goals for the future.
Whether you are planning for retirement, building wealth for your family, or protecting what you’ve built, we can help you craft a custom strategy that will get you where you want to go.
Assistant Vice President
Brian J. Bartold is a Michigan native who was born and raised in the Metro Detroit area. After finishing schooling at Western Michigan University, he obtained his Life, Health, and Property and Casualty licenses and became a member of...
James P. Mullen is a well-known Independent Insurance Advisor in the Metro Detroit area. Jim has been providing life and retirement planning strategies for clients for over 20 years. He has specialized in advising retirees and...
Tiffany Welka is the Vice President of VFG Associates and an award winning licensed insurance professional. She is also an Accredited Wealth Management AdvisorSM or AWMA®. This is the nation’s original and most...
Vincent F. Gauci, Certified Senior Advisor, is the President and founder of VFG Associates, a professional insurance agency headquartered in Livonia, Michigan. Vince and his team of professionals are celebrating over 40 years in...
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.