Offering Compassionate Retirement Planning
From One Woman to Another
In an industry dominated by men, we believe financial planning is sometimes best handled with a woman’s touch. 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.
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.
We’re dedicated to making a difference in our clients’ lives by providing financial education, direction and planning to preserve and grow their wealth.