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Mission Critical FPI

VIRGINIA BEACH
FINANCIAL ADVISORS

Most people don’t plan to fail, they fail to plan.
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WELCOME

WE ARE MISSION CRITICAL FPI

Mission Critical FPI is a wealth management firm that acts as a fiduciary, meaning we always put the client’s interests first. We offer comprehensive financial planning services to help you achieve your goals within your budget and risk tolerance. If you don’t already have a written plan, we can build one with you. If you already have a plan in place, we can work with you to make it even better. 

We have a military background and are skilled at working with decisive individuals who care about their families and have specific goals in mind. Building strong relationships with our clients is our priority, and we are not a one-size-fits-all solution.
If you’re interested in working with an advisor, please don’t hesitate to reach out to us to schedule a discovery visit and determine if we’re a good fit for your needs.
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WHAT WE DO

HOW WE CAN HELP YOU

Our experienced advisors work closely with each client to develop customized strategies that help lower taxes, grow their nest egg, and plan for a secure retirement regardless of the economic climate.

RETIREMENT PLANNING

We want to help you achieve a long and successful retirement with customized plans tailored to your needs, dreams, and desires. We can create a tax-optimized cash flow based on your IRA, 401(K), Social Security, and any other income streams you expect to possess in retirement.

INVESTMENT MANAGEMENT

We constantly seek the finest, most tax-efficient investment products based on your personal risk profile that will carry you to and through retirement. Our diversified portfolios are designed to maximize long-term gains and reduce exposure to market volatility.

TAX OPTIMIZATION

When you retire, you have a finite portfolio that must last you for the rest of your life. Every dollar counts! That’s why we take action now, through Roth IRA/401(K) conversion strategies and other methods to reduce your lifetime tax bill and keep you in a lower tax bracket.

PORTFOLIO REBALANCING

As you age, your investment horizon shortens, and your risk profile changes. We carefully analyze and rebalance your investment portfolio, shifting to more conservative approaches as you near retirement.

INSURANCE SOLUTIONS

We review your current life insurance policies to determine whether there are any gaps or insufficient coverage. If there is, we’ll provide recommendations and help you implement them.

OUR TEAM

WHO WE ARE

We are deeply dedicated to delivering tailored guidance and strategic plans to driven and focused families in Virginia Beach and beyond, empowering them with the confidence to achieve their comprehensive financial goals.

Jeff Geraci

Founder, Financial Advisor

Mike Geraci

Client Operations Manager

Ruthie Powell

Executive Assistant

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HOW TO BUILD A RETIREMENT SAFETY NET

Learn how to triple your retirement savings, obtain tax-free policy loans, and shield your portfolio from market volatility for a safe and prosperous retirement!
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WELCOME

OUR LATEST INSIGHTS

At Mission Critical FPI, we believe in the power of knowledge. Here, we share our insights and expertise on various topics aimed at helping you make informed decisions and achieve your goals.

Safeguarding Your Finances During Layoffs

A couple of weeks ago, I was on LinkedIn and read a post about how a guy was laid off after more than a decade of work at the same…

Tech start-up navigating ESOs

Navigating Employee Stock Options

Employee Stock Options (ESOs) are a great way to incentivize employees as they directly connect one’s performance to their compensation through company equity. In essence, the harder you work, the…

max trying to maximize his 401(K)

Maximizing Your 401k in a Volatile Market

 Maximizing the potential of your 401k amidst market volatility may seem daunting, but you can achieve it by employing shrewd investing methods. In this article, discover how to navigate uncertain…

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At Mission Critical Financial Planning International, our financial advisors deliver tailored financial advice and strategic plans to help motivated families obtain peace of mind and achieve their retirement and investment goals.
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Contact

Mission Critical FPI
Mobile: (757) 349-1040

Virginia Beach
249 Central Park Avenue
Ste 300-216
Virginia Beach, VA 23462

J.Geraci@MissionCriticalFPI.com

Disclosures

Securities offered through Intervest International Equities Corporation, Member FINRA/SIPC

Advisory Services offered through Intervest International, Inc. an SEC Registered Investment Advisor.

Intervest International Equities Corporation (IIEC) is registered to conduct securities business in all fifty states and the District of Columbia.

Intervest is licensed to sell insurance in all fifty states and the District of Columbia.

Intervest International, Inc. (III), Registered Investment Advisor, is registered with the SEC and has filed to do business in the District of Columbia and in all states except Vermont, and Wyoming.

Click here to download our Business Continuity Plan Disclosure Statement.

Click here to download our Privacy Notice.

Copyright 2023. Mission Critical FPI.

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HOW TO BUILD A RETIREMENT SAFETY NET

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Jeff Geraci

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