We Use Financial Planning as a Tool to Help People Retire With Confidence
When it comes to understanding and preserving your wealth, we’ve got your back.
You've worked hard and saved deligently. Now that your focus is shifting to enjoying a new chapter, we're here to help ensure you can retire with joy, confidence and trust. We are committed to serving our clients by providing personalized and caring attention for all their financial needs. We particularly are adept at serving the needs of pre-retirees, retirees, and widows.
PRE-RETIREES
When it comes to saving money before retirement, you only get one chance to do it right. We will help you understand how much to save for any goals you may have and assist you in making choices on what sources of income are best are you go forward.
RETIREES
We understand you face unique financial challenges in deciding when to access your financial resources during your retirement. Vickie is here to look out for you and help you preserve your financial resources while also establishing your legacy for future generations.
WIDOWS
We are here to support you, should you lose your loved one and have questions or fears about your future. We have been there, too, and understood what is involved. As your financial advisor, Vickie is here to hold your hand through this journey.
