Navigating a VSIP
Learn how we can work with you to build a solid foundation for your retirement.
Victoria provides up-to-date, easy to understand insights on what’s happening in the economy and the markets.Learn More
Celebrate Christmas With Us!
We would love to see you at our annual Christmas party.Learn More
Using our knowledge, skills, and resources to help you increase your capacity to live and give.
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.
- 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
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Healthy habits are one of the greatest gifts to give your child.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?