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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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Financial Services

“If you can dream it, you can do it.” – Walt Disney

Financial Planning and Investment Advisory Services

Investment Portfolio Management

  • Asset allocation
  • Risk management
  • Investment selection
  • Portfolio Monitoring, Performance Reporting and Tracking
  • Investment Advice for those who want to manage their own portfolios but need occasional guidance

Investment Advice regarding Employer Plans:

  • Qualified plans – 401(k), 403(b), 457
  • Employer Stock Purchase Plans
  • Self Employed Retirement Plans – SEP & SIMPLE IRA’s
  • Advice regarding IRA’s, ROTH IRA’s, Inherited IRA’s

Financial Planning Services

  • Comprehensive Financial Plans or Specific Goal planning

Retirement planning

  • Help defining goals, savings strategies
  • Withdrawal strategies
  • Required Minimum distributions
  • Pension distribution options
  • Social Security Benefits / Medicare

Employee Benefits – helping you make good choices

  • Insurance – health, disability, life, long term care
  • Cafeteria plans
  • Company Stock plans
  • Health Savings Accounts

Cash Flow Management –   Spending plans / Budgeting

College Education Planning for children and grandchildren

Income Tax Planning

  • Tax minimization strategies
  • Tax efficient investing
  • Tax planning for retirement

Risk Management – Protecting your family and assets

  • Life Insurance planning
  • Disability planning
  • Long Term Care planning

Estate Planning

  • Protect your family
  • Make sure your wishes are honored

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(903) 455-1041

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

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Calculator Tools

Recent Articles

  • 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?
  • Should I consolidate my loans?
  • Should I Refinance?
  • Should I rent or buy?
  • How much do I need to save for college?
  • How much car can I afford?
  • Which mortgage is better for me?

Categories

  • 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.
Get in touch

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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

Try Our Calculator Tools

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