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13400 Bishop's Lane, Suite 150, Brookfield, WI 53005

262-955-1514
pmodjeski@vpfgroup.com
Smart Advisor

Financial Strategies

Effective solutions for every stage of life.

Estate Planning

Preserve a legacy that will last.

Protection Strategies

Strategies to protect what you have built.

Investment Advice

Strategies built specifically to your needs. 

We Work In Your Best Interests

We put your needs ahead of ours...Always! 

Fiduciary Services

Trust, good faith, and honesty.

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.
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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Meet Patrick Modjeski

Meet Patrick Modjeski

Patrick has a leadership and development role within VPFG Wisconsin and has a vision for growth. Patrick joins VPFG from MetLife/MassMutual where he was a Managing Sales Director in their Wisconsin Firm. He is very excited to be part of our organization. "I really appreciate the warm family feel and the professionalism of our offices" Patrick said. Patrick has been in the financial services industry for nearly two decades. Prior to entering the financial services industry, Patrick was a team developer focusing on high performance work teams through process and system improvements for a large regional retail organization.

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