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Comprehensive Financial Planning

We provide financial services that are oriented towards the specific financial needs of a family or individual. With these needs in mind, we develop written strategic plans for solving specific problems and/or reaching specific goals. The following services are available as part of a comprehensive financial plan:

  • Risk Management (i.e. Insurance)
  • Education Funding
  • Investments
  • Taxation
  • Retirement
  • Estate & Charitable Giving
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À La Carte Financial Planning

While we always recommend a comprehensive financial plan so that decisions are made and plans of action are taken with a global perspective, sometimes clients have specific needs for which they do not wish to have a full comprehensive plan. In this case we offer the client the option to pick and choose from the above listed services.

We also provide financial planning for small businesses and the self-employed, where we advise on such topics as succession planning, employee benefits planning, risk management, and a host of other important issues that small business owners and self-employed individuals are likely to face at some point in their future.

Investment Management Services

Through Investment Management services, Versailles Financial, LLC manages your financial assets in accordance with an appropriate investment strategy. While we never take actual custody of your assets, we are granted a limited power of attorney, whereby we are able to buy and sell investment assets on your behalf. Versailles Financial, LLC never buys or sells anything without first getting your approval. Some of the assets we may invest in include:

  • Open-end Mutual funds
  • Closed-end Mutual funds
  • Individual securities
  • Index funds and similar instruments
  • Certificates of Deposit
  • Debt of US Government or its agencies
  • Corporate debt
  • State and Municipal debt
  • Money Market funds