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Vicki L. Ward, CFP®

Financial Lifestyle Management

3101 Joe Ramsey Blvd. Ste 107
PO Box 8684
Greenville, TX 75404-8684
Phone: (903) 455-1041
Fax: (903) 455-1042

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Career Change
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Government & Military
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Startup
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.