Our Commitment to you
Vickie adheres to the following guidelines and principles in advising her clients
Accountability
We pledge to place our clients’ highest interest above all. Your financial security is our primary concern.
Communication
We believe in frequent and proactive communication in order to anticipate your needs as well as keep you informed.
Confidence
We strive to instill peace of mind in your financial future by following a disciplined wealth management process.
Expertise
We deliver sophisticated, financial analysis achieved through training and technology that exceeds industry standards.
Objectivity
We are independent. All recommendations are client-centered, rather than product-driven.
Professional Ethics
We adhere to the strict standards of honesty, integrity, and confidentiality required of a CERTIFIED FINANCIAL PLANNER™ professional.
Service
We are your Personal Financial Concierge. You will feel as though you are our only client.