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(903) 455-1041     3101 Joe Ramsey Blvd. Suite 107, Greenville, TX 75401

Financial Lifestyle Management Greenville Texas – Vicki Ward

Financial Lifestyle Management Greenville Texas - Vicki Ward

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Who We Are

Free from conflicts that come with selling financial products, fee only advisors are able to put your interests first

Established in 2003, Financial Lifestyle Management is an independent Fee-Only Texas Registered Investment Advisory and Financial Planning firm based in Greenville, Texas (about 45 minutes east of the Dallas Metroplex). Our clients are individuals, families, professionals, and small business owners. We provide comprehensive financial planning, specific goal planning, investment management and advice, and portfolio monitoring services.

As an Independent Fee-Only Financial Planning Firm, we:

  • adhere to a Fiduciary standard, always putting our clients’ interests first;
  • do not accept commissions, and are not captive to any product or company;
  • recommend only products best suited for our clients;
  • provide full disclosure of all fees in advance and in writing;
  • seek to educate our clients about their planning and investment options; and
  • engage in ongoing training and education to maintain professional designations.

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(903) 455-1041

financial advisorCall to schedule a complimentary get-acquainted meeting,
– Vicki Ward CFP®

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Recent Articles

  • How long will it take to pay off my credit card?
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  • How can I save a million dollars?
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  • Should I Refinance?
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  • How much do I need to save for college?
  • How much car can I afford?
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  • Financial Calculators (30)
  • Financial Planning (4)
  • Retirement (4)

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Schedule a Complimentary Meeting

Meet with Vicki Ward for a complimentary, no obligation, “Get Acquainted” meeting.
Vicki Ward is a fiduciary fee-only financial planner - putting client's best interests first.
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Recent Posts

  • How long will it take to pay off my credit card?
  • How much should I save each month?
  • How can I save a million dollars?

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Independent Fee-Only Advice

A trusted independent fee-only advisor, and fiduciary, can be your greatest asset. Free from conflicts that come with selling financial products, fee-only advisors have a legal and ethical responsibility to put your interests first.

Call: (903) 455-1041

Vicki Ward CFP®
Financial Lifestyle Management

3101 Joe Ramsey Blvd. Suite #107
Greenville, TX 75401

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