We believe that you deserve to be equipped with the resources to confidently live your best life. At Vickery Financial, our goal is to put the power of markets on your side to help you manage and grow your wealth. We invite you to learn more about our background and experience, and welcome you to sit down with us for a meeting to get to know us in person.
Everyone has hopes and dreams, but are you financially prepared to realize them? You may not have the time or knowledge to stay on top of your financial plan as the market changes daily. Are you saving enough? Are you investing properly? Is your portfolio diversified? What tax strategies could you utilize to maximize your resources?
Everyone has hopes and dreams, but are you financially prepared to realize them? You may not have the time or knowledge to stay on top of your financial plan as the market changes daily. Are you saving enough? Are you investing properly? Is your portfolio diversified? What tax strategies could you utilize to maximize your resources?
Services
Vickery Financial Services, Inc. is an independent wealth management firm located in Athens, Georgia. Chuck Vickery founded VFS in 1982 to provide investment advice that would help his clients make smart decisions with their money. While many things have changed since 1982, the core principles of VFS have remained the same.
At Vickery Financial, we know that markets have rewarded patient, long-term investors. Our evidence-based investment philosophy allows us to put the power of markets to work for you. Instead, we expect volatility and design portfolios to maximize return for a given level of acceptable risk. Diversification by asset class and geography is one of the most effective methods of risk management.
Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. Starting with an overview of Medicare, this workshop will open your eyes to the way health care works in retirement and what decisions you need to make now to prepare.
We believe that personalized, long-term investment plans are essential to meeting to your goals. Our plans are designed for clients who want to build their wealth carefully over time. While it is easy to get caught up in the state of the economy or the latest "hot" stock, we believe passionately that the way you invest should be aligned with where you are in your life.not with the short-term ups and downs of markets.
This course will equip you with the information and tools you need to plan for a financially secure retirement. Evaluate your options for "aging in place" and how you can plan now for the resources you may need in the future. Structure your estate plan to reduce or eliminate taxes, expenses, and hassle for your family.
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