Valley Soil & Forest Products

Who We Are

At VS Financial Planning, we understand that every individual is unique, with their own set of priorities, goals, and aspirations. As your dedicated financial planner, Vanessa Stimac, CFP, we are committed to building a personal relationship with you, empowering you to take control of your finances and focus on what truly matters. We believe in simplifying complex financial concepts and providing transparent solutions that align with your values and aspirations.

Empowering Financial Success

Financial planning can be overwhelming for anyone who doesn't choose to do it for a living. That's why we're here to guide you through the process, taking the stress out of financial planning and helping you understand what it will take to achieve your goals. Whether you're saving for college, buying a new home, starting a business, or working towards a happy retirement, we'll be with you every step of the way.

Trusted Partnerships

We're supported through a partnership with Ameritas Investment Company, LLC, a reputable broker-dealer. We also offer advisory services through Ameritas Advisory Services and custody our accounts at Charles Schwab. This collaboration enables us to provide you with a deeply personal financial planning and investment management experience, facilitated by industry-leading resources and information.

What We Can Do for You

Our team of experts can help you with:

Investment Management: We create a customized investment strategy tailored to fit your situation, conducting thorough research and identifying investment opportunities while managing risk and keeping costs in mind.

Financial Planning: We simplify the complexities of your financial life, getting your finances organized and providing you with clarity and confidence in your financial future.

Savings Plan: We help you create a savings plan to achieve your goals, whether it's saving for a big-ticket item, a special vacation, or retirement.

Retirement Planning: We help you plan for a secure and comfortable retirement, taking into account your income goals and ensuring you're on track to meet your financial aspirations.

Estate Insurance: We provide guidance on estate planning and insurance, helping you protect your loved ones and ensure your financial legacy is preserved.

Tax Planning: We offer tax planning strategies to optimize your tax situation, minimizing your tax liability and maximizing your financial gain.

Our Commitment

At VS Financial Planning, we're committed to building long-lasting relationships with our clients, empowering them to take control of their finances and achieve their goals. We believe in transparency, providing you with clear understanding of our services and fees, so you can make informed decisions about your financial future.

Get in Touch

If you're ready to start taking control of your finances and achieving your goals, we invite you to reach out to us today. Let's start a conversation about your goals and aspirations, and how we can work together to create a brighter financial future.