Jorgen Vik, <br/> CFP®, CAP®,

Jorgen Vik,
CFP®, CAP®,

Partner

Phone: 434-328-8030
Fax: 434-234-3789
E-mail:
 

As a Senior Financial Advisor, and as a partner in the SKV Group, Jorgen works with a select group of individuals and families in developing strategies to manage their wealth. The services are aligned with the goals of each client and allow our strategies to go beyond the single dimension of investments. Jorgen's focus areas include social security and retirement income planning, and philanthropic planning. Jorgen holds the CERTIFIED FINANCIAL PLANNER™ certification. He and his wife Laura live with their three children in Charlottesville, VA. Jorgen has worked in the financial services industry since 2001. 

HOW WE WORK: OUR PROCESS 
Establish your objectives 
Develop an appropriate strategy 
Devise customized recommendations 
Review progress toward goals 

WHAT WE DO: CREATE, GROW, PROTECT and DISTRIBUTE WEALTH 
Manage investments and cash flow 
Control liabilities
Asset allocation and diversification management 
Tax exposure minimization 
Insurance coordination: life, disability, long-term care, liability 
Retirement account distribution 
Estate and trust planning coordination

Simplify your life - Make good financial decisions - Live each day to the fullest

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Jorgen Vik is registered to do business in : CA, CO, CT, FL, GA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TN, VA, WA

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