Bud Verfaillie

1 post

Victory Fiduciary Consulting is a retirement planning firm in New Jersey that specializes in 401k compliance consulting. Victory first earned its CEFEX certification in 2007. Bud Verfaillie is an AIFA, PPC and CFP and Ashley Rosser is an AIF.

401k, retirement, succession planning, RIA

7 minute read

401(k) Practice
Your 401(k) News

How To Make 401k Succession Planning Successful

Would you be ready for this phone call? “Hi Dad, it’s Ashley…I know this is really random and…

byBud Verfaillie

June 16, 2017

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