Virginia Estate and Retirement Planning Advisors, Inc.
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RIA Disclosures

Transparency. Integrity. Fiduciary Responsibility.

As a Registered Investment Adviser, Virginia Estate & Retirement Planning Advisors is committed to providing transparent, objective financial guidance. These disclosures explain our advisory practices, fiduciary responsibilities, and important regulatory information.

Website Content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Virginia Estate and Retirement Planning Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

Advisory And Insurance Services

Fee-based financial planning and investment advisory services are offered by Virginia Estate and Retirement Planning Advisors, Inc., a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through Virginia Estate and Retirement Planning Group, Inc., a benefits consulting firm. Virginia Estate and Retirement Planning Advisors, Inc. and Virginia Estate and Retirement Planning Group, Inc. are affiliated companies.

State Availability

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any state other than the State of Virginia or where otherwise legally permitted.

Tax Advice Notice

Unless otherwise stated by the sender, tax advice contained on this website or in emails or attachments sent from this website or from Virginia Tax Center is not intended or written to be used, and cannot be used, by the recipient to avoid any federal tax penalty that may be imposed on the recipient, or to promote, market, or recommend to another any referenced entity, investment plan, or arrangement.

Questions About Our Disclosures

If you have questions about these disclosures, please contact us at (804) 205-5081.

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