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At Virtus Wealth Management, your Southlake independent financial advisors, we help our clients prepare for a financially-secure future by developing long-term strategies that focus on the “big picture” versus short-term gain, thereby managing risk.

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Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

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Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

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We tailor everything to each of our clients’ specific needs so that each client can pursue his or her different goals.

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Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

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At Virtus Wealth Management, we believe we can help you no matter what age you are, what life stage you are in, or how much money you are working with. We want you to feel educated, empowered, and involved in the planning of your financial future.

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There is no predetermined benchmark or criteria that you must reach to let you know it’s time to partner with a financial advisor.

The Family Life Guide

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  • The Family Life Guide

by | Aug 20, 2019

This month we wanted to present to you the Family Life Guide – a worksheet we designed to help you gather and organize all of your financial, legal, and medical affairs. It can be used as an estate planning tool to help your loved ones as well as a strategy to consolidate and simplify important information for your own everyday use.

The Guide was inspired by our Chief Operations Officer, Amy’s, “Life Book” that she has kept updated and referenced for as long as her family could remember. The Tillotson family always knew that if something happened to Amy, the “Life Book” she kept in the safe would have all our answers. This worksheet can be used to inform your loved ones on whom to contact regarding such matters, where to find important documentation such as your four essential estate planning documents, and what matters need to be handled when you are no longer capable.

The Family Life Guide has been made for you to download in an interactive PDF format, meaning the worksheet can be completed online or printed and completed by hand. It can be customized to best suit your needs and situation. You can choose what information you wish to include, add additional information, and can be completed by individuals or together by spouses.

If you have any questions or need assistance finding the Guide, please give us a call at (817)717-3812.

 

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