Broker Check

Retirement Planning With a Heart®


Why UsOffering Compassionate Retirement Planning

Our founder, Vickie Intriago, combines her 20-plus years as a CERTIFIED FINANCIAL PLANNER® with a passion for empowering women to bring holistic retirement strategies to the South Bay, California area.

Soon To Be Retired

Soon To Be Retired

Navigating the complex "red zone" of the years immediately preceding retirement.

Learn more
The Purpose-Driven Senior

The Purpose-Driven Senior

Helping you align your wealth with the life you actually want to lead, whether that involves travel, family, or legacy.

Learn more
Meet Vickie Intriago<br/><sup>Founder</sup>

Meet Vickie Intriago
Founder

With over three decades of experience, Vickie Intriago, CFP®, RICP®, specializes in helping retirees confidently transition from saving wealth to living fully. As an independent, advice-driven fiduciary, she builds tax-efficient income roadmaps while passionately advocating for female financial empowerment and deep personal partnerships with her clients.

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

What Is Your Biggest Concern About Retirement?

If you’re like most women heading near or into retirement, you’re likely wondering, 

“Will I have enough?”

You’re not looking for a complicated answer that involves the latest tax laws or investment strategies. You want a simple “yes” or “no.” We don’t have anything to prove by speaking “Wall Street” to our clients - our credentials speak for themselves. Instead, we’ll have an honest conversation to help you understand your financial future’s big picture.

The Retirement Income Roadmap

Moving from a paycheck to a portfolio requires a strategy. We design a sustainable distribution plan that accounts for longevity, inflation, and market volatility so you can enjoy your retirement without the "what-if" anxiety.

Learn more

Strategic Tax Planning & Roth Conversions

It’s not just about what you make; it’s about what you keep. I specialize in evaluating Roth Conversions and multi-year tax strategies to help minimize your lifetime tax burden and maximize what stays in your pocket.

Learn more

Holistic Health & Care Integration

Health is your greatest asset in retirement. We incorporate Health Savings Account (HSA) maximization and long-term care contingencies into your financial plan, ensuring a medical event doesn't derail your lifestyle.

Learn more

Our Mission

We’re dedicated to making a difference in our clients’ lives by providing financial education, direction and planning to preserve and grow their wealth.

Here's How We Help

Attentive

If we tell you we’re going to do something, we do it. Our firm is focused on following-through and remaining responsive to your questions and concerns. We’re not a big corporation, which means you’ll never have to listen to elevator music while on hold or get lost in a phone tree. When you call, we’ll pick up.

Fiduciary

As a CERTIFIED FINANCIAL PLANNER®, our founder Vickie acts as a fiduciary for her clients. That means she’ll offer solutions and strategies that she believes will be in your best interest. In addition, Vickie and the rest of our team value honesty in our interactions and work to bring unbiased advice to every client.

Compassionate

Financial planning can be emotional, especially for those who may be experiencing the death of a loved one or a drawn-out divorce. We’re by your side whether you’re navigating rough terrain or worrying about retirement. While preparing you for financial independence throughout retirement is what we do, caring about your personal well-being is who we are.

Do We Sound Like a Good Fit?

Ready to transition from saving to truly living? Schedule a conversation with Vickie today to start building your personal retirement roadmap.

Let's Talk