Holistic Financial Planning

What Is A Holisitic Approach To Financial Planning?

Victoria provides a holistic approach to financial planning, addressing her clients' emotional motivations, resources and values to create a personalized financial plan. Understanding the client's values enhances the process. Victoria sees her job as more than a financial advisor. She helps instill peace of mind for her clients who are going through significant life transitions, and helps them prepare for their financial future. Victoria does this with each of her client's best interests at heart. She works with her clients to develop long-term financial strategies.

"Comprehensive Financial Guidance with Integrity and Caring," is the motto by which Victoria lives. Her 29 years of financial expertise, and commitment to staying current with financial products, instills trust in her clients. She is passionate about what she does and feels empowered when she is able to empower other women to take control of their financial lives.

8205 Natures Way, Unit 205, Lakewood Ranch, FL 34202 Phone 941-306-5808 Fax 941-306-5809
Victoria L. Roberts is registered with, supervised by, and offers securities through Kovack Securities, Inc.
6251 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33301
Tel: (954) 782-4771 Member FINRA/SIPC.
Advisory Services offered through Kovack Advisors, Inc.