Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, How to Increase Your Health and Wellness, I.D. Theft, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
Vic is a stock broker, investment advisor, and life insurance agent who puts people in control of their personal financial management and investment positioning through easy to follow strategies developed through his experience working with labor organizations and certified public accountants across America. He provides his community with financial coaching, advice, and management.
Additional areas of expertise include:
- Matters of divorce, having formerly been a certified divorce financial analyst.
- Retirement planning. Vic is the author of the Social Security retirement guide, "Before You File!"
- Life transitions and unemployment benefits
- Tax shelters