What sets our VFO apart is the coordination — every strategy we create is designed to work seamlessly together, so nothing is left to chance. Throughout the process, I’ll remain your single point of contact, ensuring everything is tailored to your goals and implemented with precision.

 

Next Steps:

1. We’ll schedule your VFO Discovery Session to understand your priorities, challenges, and opportunities.

2. As your VFO specialists, I will conduct a comprehensive review of your current tax, business, legal, and investment strategies.

We’ll present you with a customized action plan designed to maximize efficiency, reduce risk, and accelerate your goals.

MORE ABOUT IT:
 

Proactive Planning, Not Just Reactive Advice
We help you look ahead, identifying threats and opportunities before they show up in a spreadsheet. We are a fully coordinated team focused on you.

You’ll have access to a handpicked team of experts across the following areas:

• Strategic Tax Planning – legally reduce what you owe and keep more of what you’ve earned

• Wealth & Investment Management – beyond traditional portfolios, we help build wealth that supports your goals

• Risk & Insurance Review – protect against what could derail your progress, while eliminating unnecessary costs

• Legacy & Estate Planning – ensure your wealth transfers according to your vision, not the government’s

• Legal & Business Advisory – structure, strategy, and succession for the long game
   

This isn’t theoretical advice. It’s a hands-on, deeply personal partnership built around your life, values, and long-term ambitions. And Mark Zimmerman will be with you every step of the way — guiding the process, coordinating your team, and ensuring nothing slips through the cracks. Why This Approach Works

Traditional planning often focuses only on the numbers. But real life doesn’t work that way. You deserve a team who:
 

• Sees the connections between tax, insurance, investments, legal, and personal goals

• Keeps everything organized and moving forward — even when you’re busy

•  Helps you feel more confident, not just financially “covered”

​In short, we don’t just manage your money. We help you manage your vision. Here’s How to Begin
 
Your first step is a Complimentary Proactive Planning Session, where you’ll meet with Mark Zimmerman to:
 

1. Clarify your top financial priorities

2. Identify missed opportunities in your current setup

3. Determine if our team and approach are a strong fit

4. Outline your next steps if we decide to work together
    

No pressure. No hard sell. Just smart insight and a clear next step toward financial coordination that reflects your life’s work.

Ready to Take Control of What You’ve Built?
Let Aurifex and Mark Zimmerman turn your hard-earned success into a well-protected, well-planned future.

Start with Your Free Planning Session