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

financial planning

Financial Lifestyle Management Greenville Texas - Vicki Ward

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Investing Your Money

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver." – Ayn Rand

Our Investment advisory services are designed to assist you with a program for investing your funds. To develop the optimal investment portfolio for you, we will first discuss your specific needs and objectives, the timing and amount of your cash flow needs, and your risk tolerance. Together we will determine an appropriate asset allocation and target return needed to achieve your goals and develop an investment strategy that you are comfortable with.

Index and actively managed low cost institutional mutual funds and ETF’s (Exchange Traded Funds) are typically used to invest your funds.

Your portfolio will be continually monitored and rebalanced as needed, and each quarter you will receive a consolidated investment report. This will allow you to focus on the big picture and view the performance of all your accounts in one concise report. Monthly individual account statements are provided by your account custodian.

Our Investment Philosophy

Investing should be viewed as a long-term strategy, taking appropriate amounts of risk to help you reach your goals, while monitoring your investments closely and making changes as necessary over time.

  • Diversification and asset allocation are driving components in portfolio construction.
  • Utilizing low cost investments can greatly impact portfolio performance over time.
  • Tax efficient investments should be used when appropriate.

Investment Advice on a One Time or As Needed basis

If you are comfortable managing your own investments, but want a second opinion, or some advice on asset allocation, investment selection, or help with your employer savings plans, 401(k), SIMPLE, SEP, IRA, or ROTH, I can help. I am available on a case-by-case basis to meet your unique needs. My as-needed service works well for clients who need occasional professional investment advice, but prefer to monitor and manage their own portfolios.

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(903) 455-1041

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

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Schedule a Complimentary Meeting

Meet with Vicki Ward for a complimentary, no obligation, “Get Acquainted” meeting.
Get in touch

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Trustworthy Independent Fee-Only Advice

A trusted independent fee-only advisor can be your greatest asset. Free from conflicts that come with selling financial products, fee only advisors are able to put your interests first.

Helping You Achieve Your Goals

"My mission is helping you make good financial decisions that will enable you to live the lifestyle you desire."
– Vicki Ward CFP®

Contact

Call: (903) 455-1041
Vicki Ward CFP®
Financial Lifestyle Management
3101 Joe Ramsey Blvd. Suite #107
Greenville, TX 75401

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