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Tim Voorhees, JD, MBA
President, Family Office Services

Office Phone:   800-447-7090
Facsimile: 866-447-7090
Email: tim@vfos.com



33. Contact Us

To move forward, the client simply needs to schedule a free discovery session. We stand ready to send out the engagement kits to qualified individuals. The Engagement Kit includes the following:

1. Soft data fact finder (This is the same as the family retreat questionnaire.)
2. Hard data fact finder (This comes in a long form, which is in the Engagement Kit, and a short form. We can email either the long form or short form. The Wealth Adviser can use either the long form or short form for the VPL and Financial Checkup.)
3. Case Studies
4. Bios of planning team members
5. Engagement letter
6. A brochure explaining the wealth planning process

For more information about the above process, please call 800 447 7090.


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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.