Karen Vining, Rfc

Karen Vining, Rfc Email and Phone Number

Financial Advisor @ Incompass Financial
Marietta, GA, US
Karen Vining, Rfc's Location
Marietta, Georgia, United States, United States
Karen Vining, Rfc's Contact Details

Karen Vining, Rfc personal email

n/a
About Karen Vining, Rfc

At our firm, we have the client—and only the client—in mind.Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.Our client-centered culture helps you address your needs of today and for many years to come. We are confident that with our understanding of personal finance, coupled with our experience as financial professionals, we can help people better prepare for the future.After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. We look forward to working with you.Securities and Advisory Services offered through Triad Advisors, LLC. Member FINRA/SIPC.=Triad Advisors LLC. and Incompass Financial Partners are not affiliated.

Karen Vining, Rfc's Current Company Details
Incompass Financial

Incompass Financial

View
Financial Advisor
Marietta, GA, US
Website:
incompassfp.com
Employees:
4
Karen Vining, Rfc Work Experience Details
  • Incompass Financial
    Financial Advisor
    Incompass Financial
    Marietta, Ga, Us
    View
  • Incompass Financial
    Financial Advisor & Partner
    Incompass Financial Oct 2020 - Present
    Marietta, Georgia, United States
    At our firm, we have the client—and only the client—in mind.Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.Our client-centered culture helps you address your needs of today and for many years to come. We are confident that with our understanding of personal finance, coupled with our experience as financial professionals, we can help people better prepare for the future.After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. We look forward to working with you.
    View
  • Vining Financial Services, Inc.
    President | Financial Advisor
    Vining Financial Services, Inc. Jan 1996 - Oct 2020
    Greater Atlanta Area
    As the President and Financial Advisor with Vining Financial Services, Inc. I have more than 30 years experience working with individuals and businesses to assist with financial objectives and retirement goals. Based on sound sensible principles of financial management, our comprehensive financial services include the following: - Financial Planning - Net worth - Cash flow - Retirement (IRA, ROTH, 401K, SEP, SIMPLE) - College planning (529 Plan, Coverdell IRA) - Inheritance - Risk Management (Life, Disability, Long-Term Care, Variable Annuities) - Tax - Estate planning.- Wealth Management- Risk ManagementVining Financial Services is a Registered Investment Advisory firm that specializes in wealth management for the mid- to high-net-worth individual. Along with planning, we manage retirement plans and personal accounts.
  • Keogler Morgan
    Financial Advisor
    Keogler Morgan Jan 1988 - Dec 1997
    Greater Atlanta Area
  • Bear Stearns
    Financial Advisor
    Bear Stearns Jan 1986 - Apr 1987
    Greater Atlanta Area
    View

Karen Vining, Rfc Skills

Retirement Planning Wealth Management Retirement Investment Advisory Estate Planning Securities Financial Services 401k Personal Finance Disability Insurance Finra Fixed Annuities Wealth Management Services Finance Tax Mutual Funds Iras Investments Long Term Care 401k Rollovers Life Insurance Financial Planning Term Life Insurance Permanent Life Insurance Long Term Care Insurance Indexed Annuities Series 7 Insurance Financial Advisory Variable Annuities Risk Management Strategic Planning Management Leadership

Karen Vining, Rfc Education Details

Frequently Asked Questions about Karen Vining, Rfc

What company does Karen Vining, Rfc work for?

Karen Vining, Rfc works for Incompass Financial

What is Karen Vining, Rfc's role at the current company?

Karen Vining, Rfc's current role is Financial Advisor.

What is Karen Vining, Rfc's email address?

Karen Vining, Rfc's email address is ka****@****ial.com

What is Karen Vining, Rfc's direct phone number?

Karen Vining, Rfc's direct phone number is +167831*****

What schools did Karen Vining, Rfc attend?

Karen Vining, Rfc attended College For Financial Planning, Oglethorpe University.

What are some of Karen Vining, Rfc's interests?

Karen Vining, Rfc has interest in Children.

What skills is Karen Vining, Rfc known for?

Karen Vining, Rfc has skills like Retirement Planning, Wealth Management, Retirement, Investment Advisory, Estate Planning, Securities, Financial Services, 401k, Personal Finance, Disability Insurance, Finra, Fixed Annuities.

Who are Karen Vining, Rfc's colleagues?

Karen Vining, Rfc's colleagues are Britney Yochum, Linn Hodges, Lucy Scott.

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