Basic Information
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Company
Sophia Financial Solutions -
Phone
832.617.6767 -
Email
gbv@sophiafs.com -
Mobile phone
713.417.5353 -
Describe How You Would Like To Be Introduced Via Email
I’d like to introduce you to my colleague, Brad. He specializes in tax mitigation and accelerated debt elimination strategies that complement traditional planning. Clients appreciate his access to well-researched, legally sound approaches to reducing tax exposure and improving cash flow. I’ve found Brad to be knowledgeable, well-connected, and genuinely attentive to the people he works with. -
What is your "why"? Why do you do what you do?
My goal is to help clients and advisors implement highly effective financial tools that reduce unnecessary taxes and interest. This work is personal to me, because had these strategies been incorporated earlier in my own planning they would have materially improved my financial outcomes. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Would you be interested in learning about ways to significantly - and legally - reduce your tax liability?
2. [For business owners]: If there were ways for you to leverage your business to create highly tax-advantaged, lifetime retirement income, would you want to learn more?
3. Would you be interested in learning about a method to pay off a mortgage in a fraction of the time, save $100,000+ in interest and create six figures of annual, tax-advantaged retirement income without altering your lifestyle? -
Unique Selling Proposition
We provide well-researched, underutilized financial strategies that help clients reduce tax exposure and retire debt more efficiently. These solutions complement traditional tax and planning approaches and are unfamiliar to many professionals until they see them applied in practice. -
About me
I was born in Austin and have lived the majority of my life in Texas. I was raised squarely middle-class and appreciate the value of hard work. Personal qualities I hold dearest are integrity and trustworthiness.
I have over 30 years of experience as a specialty, commercial insurance broker, focusing on products for executives such as Directors & Officers Liability coverage. After working predominantly with large, publicly-traded clients, I wanted to redeploy my skills by helping individuals and business owners.
I have been married 30 years, have two grown children and three dogs. -
Profession
Tax Mitigation & Accelerated Debt Elimination Strategies -
Title
Founder -
Hobbies and interest
The outdoors, reading, tennis, dogs (especially mine) and Austrian economics
Contact Information
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City / Town
Houston -
State
Texas -
Zip
77095 -
Country
United States -
Special offers to the group
I am happy to discuss a referral fee arrangement to ensure you are compensated for your efforts -
LinkedIn Profile
https://www.linkedin.com/in/g-bradley-villers-3b45a4a5/
Education
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College / University
University of St. Thomas (Houston) -
Graduation Year
1993