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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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How Can A Certified Financial Planner™ Help?

Greenville, Texas Financial Advisor

We all have dreams and aspirations for our loved ones and ourselves. But, dreams alone are not enough. You have to take charge. With proper planning, you can purchase that 1st or 2nd home, send your children to college, retire in comfort. Whatever your goals, you have to know how to navigate your way through this complex world of personal finance to arrive at your destination successfully.

A Financial Planner can help you:

  • assess your current financial situation.
  • create a realistic plan to meet your financial goals.
  • understand how to meet your financial and retirement goals.
  • put your financial plan into action and monitor your progress.
  • update your financial plan to grow with your changing needs and goals.

If you have any of these questions or concerns, you will benefit from a consultation with a Certified Financial Planner:

  • Confusion about conflicting financial advice and options.
  • Paying too much income tax.
  • Not saving enough for retirement.
  • Not sure where to invest your money.
  • Changes in life that affect your financial future, such as a career change, marriage, retirement, loss of a spouse, birth of a child, inheritance,  etc.
  • Making sure your loved ones are protected if something happens to you
  • Don’t have enough time to attend to your personal financial affairs.

Certified Financial Planners™ are professionals with a broad background in finance. They can help you make good decisions regarding your money and guide you through important life events. They can also help you manage the risk involved in making decisions that can paralyze some of us, such as:

  • What kind of retirement savings plan do I need?
  • Am I paying too much in taxes?
  • How can I save money for retirement – tax free?
  • How much life insurance do I need?
  • How can I make sure my estate is left to family members, and does not get depleted by probate court and government taxes?
  • Can we afford college tuition for our children – and how do we save for this, knowing how much tuitions are spiraling?

Would you benefit from having professional advice when it comes to planning your financial future? A Certified Financial Planner is a partner that can help you understand your options and help you build and protect your assets.

Financial Planning,  Retirement

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(903) 455-1041

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– Vicki Ward CFP®

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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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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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