We Use Financial Planning as a Tool to Empower Women
You are great at what you do, whether you are sporting a suit jacket every day or caring for your loved ones full-time. When it comes to understanding and preserving your wealth, we’ve got your back.
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, widows and professional women.
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.
Professional Women
Vickie is a businesswoman, herself, and as a result, she understands what day-to-day challenges and financial complexities you face. We understand that financial planning can be challenging so we have created conversations that will educate and clarify any concerns you may have.
