Tiffany A. 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 well-respected designation for providing financial advice to high net worth clients.
Tiffany’s expertise helps her clients to capitalize on opportunities to preserve, grow, and/or transfer their wealth. Being an Accredited Wealth Management AdvisorSM allows Tiffany to optimize clients’ investments in order to achieve their goals while minimizing investment volatility. Tiffany’s passion and focus is working with individuals and couples, who have or desire to accumulate wealth. She helps educate and guide her clients into making smart financial decisions. She continues to maintain relationships and manage her clients insurance and investments as they journey through changes that life brings to ensure that their goals are in line with their estate portfolios.
Tiffany understands that relationships and emotions are affected by financial decisions. This is why she created a pre-marriage program that she calls “Living in Love: Financial Harmony” where she expresses the importance of proper money management and open communication in relationships regarding finances. She hosts workshops for this program and offers private financial counseling year round. Tiffany was featured in Metro Detroit Bride magazine in June/July/August Edition in an article titled “Money Matters” explaining her seven steps to financial harmony in a marriage.
Tiffany is a member of the American Legion Women’s Auxiliary, National Ethics Association, an active parish member at Our Lady of Good Counsel and has been a part of the Plymouth/Northville community for 25 years.
Whether you are concerned about outliving your assets, long term care, estate taxes or transferring wealth to loved ones and charities, her comprehensive approach to planning positions you for the expected and unexpected. She creates a lifestyle plan that meets your needs and is by your design. She has a refined way of delivering service to and for her clients by taking the time to understand each client’s unique, personal situation.
Tiffany is licensed to do business in Michigan, Florida and California.
Proud Member of The Independent Excellence Group
The Independent Excellence Group is a distinguished group of Financial Advisors and Insurance Professionals who have had the privilege of working very extensively in the areas of Wealth Management, Retirement, and Income Planning with many prominent groups and individuals.