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
- 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