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Vivian Honeycutt (CFP®)

Vivian Honeycutt focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

We put the clients first and foremost.  Using an in depth discovery and meeting process, we identify client goals and values. From this discovery process a financial plan is structured utilizing solutions that are individual to each client.

Services include: Retirement planning, Estate Planning, College Funding, Investment Management, and Implementation of recommended solutions.

 

Additional Information

2005-2009 Member- Financial Planning Association

2006-2007 President National Association of Women Business Owners-Southeastern Virginia Chapter

 

 

NAPFA Start Date

March 01, 2006

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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