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
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