Financial Planning Towards a Fulfilling Retirement
Plan Wisely. Retire Happy.
Welcome To My Office, Where I Help You Align Your Retirement Plan With What You Value In Life
When My Clients Come To Me, They’re Often Looking For Relief From Their Doubts Surrounding Retirement.
THEY OFTEN HAVE QUESTIONS LIKE
Typically, they want to be able to travel, donate to their favorite charities, or just spoil themselves or their grandkids whenever they want, and still be financially sound…
But before they start working with a financial advisor, they want to know he shares their values and has their best interests at heart.
For that reason, we don’t just stop at the numbers in your accounts.
It’s critical to define exactly what you wish to see in your retirement, so that we can build a plan to work toward it.
I believe this is my calling, and I’ve devoted the last 15 years of my life to it.
Ready To Take The First Step?
Give Us A Call For A Brief, Casual Conversation. It Takes Only 15 Minutes To See If We’re A Good Fit.
This call is only 15 minutes and is complimentary.
About Landon Vick & His Team
When you visit my office, one of the first things you’ll see is the reason for what I do.
It’s a picture that I change every year, a picture of my six children. They, and the values I hold dear, are what shape my own financial and life decisions.
For many of my clients, it’s no different.
Whether you want to help a son or daughter buy a house, set up college savings accounts for your grandkids, or give generous gifts at Christmas and birthdays…
Hannah Donnell, Relationship Manager
Macinsie Bennett, Administrative Assistant
My team and I help you do so without worrying if you can afford it, even if it means helping you find experts from other fields to answer questions we can’t.
That’s why, from our very first meeting, our first focus is on what’s important to you.
From here, this will guide all decisions regarding your finances…And help ensure a joyful and fulfilling retirement.
Hear Landon’s Story
Why I help families protect what matters most
Landon Vick’s Services
How We Help You Create The Retirement You Want
OUR CLIENTS COMMONLY ASK ABOUT:
Retirement Income Planning
Investment Management
Social Security Optimization
Estate and Legacy Planning
Tax Planning
Distribution Strategies
Healthcare Planning
Long-Term Care Costs
We Love To Serve People Who Are Retired (Or Close To It), Who Are Diligent Savers, And Are Looking For An Experienced Advisor They Can Trust.
WHEN WE FIRST MEET, WE GET REALLY CLEAR ABOUT:
Ready To Get Started?
Book Your Free Call Below To Take The First Step.
GET STARTED WITH
The 4 Keys Process
Our Process To Get Clarity On Your Retirement Plan And Test Drive Our Services.
HOW IT WORKS
This process is designed to help you and I make an informed decision about working together. You will finish this process knowing exactly where you stand in the four key areas of retirement success.
There is no cost or obligation for this process. We want you to know exactly how we can help you before you pay us a single dollar.
15-Minute “Values & Goals” Call
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise.
If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
1-Hour “4 Keys” Meeting
During this meeting we get perfectly clear on your goals, concerns and unique financial situation, and dig deeper to reveal the answers to four critical questions:
Plan Review & Next Steps
During this meeting we will give you the plain-English answers to the 4 questions from our first meeting. I’ll also explain your next best steps to help achieve your financial goals.
At the end of this meeting we will ask you to sleep on it.
Step #1: Schedule That 15-Minute Phone Call
No obligation, and complimentary.
Think About It!
We’ve been in business for more than 15 years. We’re in no rush for you to make a decision.
And choosing the right advisor is a big choice that should not be taken lightly.
If you decide that we aren’t a good fit, we will happily help you find another professional and part ways as friends.