Navigating a VSIP
Learn how we can work with you to build a solid foundation for your retirement.
Market Commentaries
Victoria provides up-to-date, easy to understand insights on what’s happening in the economy and the markets.
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We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals.
Our Vision:
- To be the premier resource of financial information and advice for our clients
- To be innovators in financial planning strategies
- To provide an encouraging atmosphere for our advisors and staff to thrive
- To inspire philanthropy
2500 W 31st St. Suite B Lawrence, KS 66047
Phone (785) 841-4664 • [email protected]
Helpful Content
The History of Retirement
Do you know where the idea of “retirement” comes from?
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retirement Redefined
Around the country, attitudes about retirement are shifting.