WELCOME TO VIRTUAL FINANCIAL
An Important Step toward Financial Success...for agents AND clients.
Your time and energy are precious. Working with Virtual Financial, a trusted and professional Financial Services Company, gives you the freedom necessary to focus on the most important aspects of your personal and professional life.
Virtual Financial (VF) is one of the most powerful virtual business & success systems ever seen in the history of financial services. Our proprietary virtual model is attracting entrepreneurs who are new to the industry, as well as experienced financial services professionals, who want to take full advantage of VF’s experienced leadership, world-class support, and our leading-edge virtual business model.
We help clients by teaching them about how money works. We provide education by giving clients a free copy of How Money Works: Stop Being a Sucker. This goes hand in hand with the free consultation with a Sr. Financial Professional who will explain the 7 money milestones while providing a complimentary Financial Needs Analysis. This will include recommendations to help you reach your goals. Whether you are concerned about debt management, retirement, growing your money tax free, protecting your assets from market fluctuations, increasing your cash flow, or proper protection, we are here to help.
SERVICES
Virtual Financial provides superior services to our clients and agents. Thanks to our years of experience and consistent professionalism, we have built a reputation as an unparalleled Financial Services Company. Browse our solutions below.
Education-not Sales
We do not sell insurance or financial products. We teach people about how money works. If they choose to act upon our recommendations then we help them to do so. We also provide a free annual review to make sure that clients are in the best financial position possible.
Our Best Selling Book
How Money Works: Stop Being a Sucker teaches readers about the 7 money milestones. Things we weren't taught in school. Our Financial Professionals help clients apply those principles and improve their financial outcomes.
Three Different Roles
At Virtual Financial, we provide agents with OPTIONS. You may choose to do one, two, or all three roles within the company. Choose to do what you love. We'll take care of the rest.
ABOUT VIRTUAL FINANCIAL
At Virtual Financial, our goal always remains the same, no matter what type of client we are working with. Simply put, we strive to give you an accurate picture of your financial situation. Doing so allows you to operate with less stress and more profit. We teach you about how money works, provide recommendations, and help you make the best decisions to reach your goals.
For individuals looking for help with financial matters, we offer a personal touch and precision that is unparalleled. For businesses, we provide services that assess overall financial health for your employees and clients. We deliver an 18 page financial needs analysis that is clear, digestible and actionable. Contact us today to begin a valuable partnership.
For agents, we provide excellent training, mentorship, and incredible tools to help you reach your goals. We offer 3 different roles so that you can choose to do what you love and delegate the rest. Backed by some of the largest companies in the world, you can rest assured that we have the resources necessary to provide stability, excellent compensation, and a system designed to help you grow your business FAST.
CONTACT US
1390 Broadway Suite B171, Placerville, CA 95667, USA
VIRTUAL FINANCIAL INFORMATION KIT:
"The Virtual Advantage" Brochure
Imagine being more productive while having more control over both your time and your quality of life. This is what a “Virtual” work & lifestyle can provide you.
