2500 Regency Parkway,
Bull and Bear Go To Market
Preparation is the Key to Retirement
Timing Your Retirement
COMPREHENSIVE FINANCIAL PLANNING
WORK WITH VICTORIA HANDLEY ARAJ, CFP®
WEALTHSHIELD PARTNERS, LLC® also offers full-service financial planning, including goal setting, cash flow analysis, retirement planning, education planning, tax planning, and insurance analysis.
Victoria is a CERTIFIED FINANCIAL PLANNER™ professional who holds an Executive Certificate in Financial Planning from Duke University.
Considering your goals, risk tolerance, and long-term objectives, the WealthShield Partners, LLC® approach aims to be comprehensive and life-changing. Victoria will guide you through the planning steps for your future while also being able to enjoy life now.
Our customized service offering for each client uniquely addresses financial needs, using a comprehensive planning approach that features step-by-step guidelines and checkpoints throughout each service to ensure every detail is accounted for.
We believe our knowledge, experience, and passion for our client's well-being enables us to provide dependable, targeted solutions to our investors. We utilize our strategic relationships with attorneys, CPAs, and other industry specialists to ensure we are able to address the full scope of your financial needs:
We provide ongoing support to your portfolios as market changes occur to ensure that the asset classes selected are in continual alignment with your objectives.
We help you develop a reasonable retirement plan that accounts for fixed expenses, liquidity needs, and the timeline by which you are looking to achieve financial independence.
We create customized, disciplined portfolios that align with your risk tolerance, values, and financial objectives.
We consult with you on any revocable and/or irrevocable trusts that may factor into your allocation strategies and estate plans.
We work with you to develop tax-efficient portfolios that align with your estate plan so that you can sleep soundly knowing your beneficiaries have plans in place.