Vickie Adams, CFP®
 A Wealth Management Firm

Since 1988, Vickie has assisted individuals and small businesses in all aspects of comprehensive financial planning and Wealth Management issues.  Identifying and serving her clients best interests has been the cornerstone of each  Wealth Management relationship. 

As a CERTIFIED FINANCIAL PLANNER® professional,  her expertise is  in  tax planning and income tax preparation, investment and asset management, risk management, estate and retirement planning.

Her firm follows a disciplined approach  to Wealth Management  that outlines 9 critical Wealth Management issues that  clients are likely to face at some point in their lives.

Vickie helps each Wealth Management client to identify and interpret their unique dreams, goals, and  challenges,  enabling  her to  create a dynamic personalized plan.  Her strong commitment to personalized service and frequent  on-going  client communication allows her to anticipate which of those key issues will be in the fore-front.  

Her clients think of her as a complete resource, as their 'personal  financial concierge', who is able to call upon a  vast network of  other professionals to achieve their goals.  

Her relationship with  H. D.  Vest Investment Services SM and H.D.  Vest Advisory Services SM () provides her  with state-of-the-art, real-time technology, back office support systems, comprehensive research, and the financial products necessary  to offer each client a custom solution to their unique objectives.