Working with Vicky has been incredibly helpful. I never felt confident about finances, and she has helped me to learn, grow and realize my financial goals. Before I started working with Vicky, I never dreamed that early retirement was possible. Now I have a solid plan to make that a reality. It’s such a pleasure to work with an advisor who speaks plain English and centers the values that I care about in every conversation!
October 2022
Vicki is very knowledgeable and quite compassionate. She will take time to review your situation and make recommendations on how to make your future brighter. Her explanation of Social Security, Medicare and retirement have bettered my life and eased my mind.
October 2019
Vicki took the time to review what I already had in place. After understanding the full picture and plan that I had in my mind, she put together life insurance policies for my family that fit perfectly into our budget. Thank you so much for taking some weight off of our shoulders! I would recommend everyone talk to Vicki for an honest professional opinion and guidance regarding your life insurance and financial plan.
Working with Vicky has been incredibly helpful. I never felt confident about finances, and she has helped me to learn, grow and realize my financial goals. Before I started working with Vicky, I never dreamed that early retirement was possible. Now I have a solid plan to make that a reality. It’s such a pleasure to work with an advisor who speaks plain English and centers the values that I care about in every conversation!
Vicki is very knowledgeable and quite compassionate. She will take time to review your situation and make recommendations on how to make your future brighter. Her explanation of Social Security, Medicare and retirement have bettered my life and eased my mind.
Vicki took the time to review what I already had in place. After understanding the full picture and plan that I had in my mind, she put together life insurance policies for my family that fit perfectly into our budget. Thank you so much for taking some weight off of our shoulders! I would recommend everyone talk to Vicki for an honest professional opinion and guidance regarding your life insurance and financial plan.