Vicki Stout is a licensed Investment Advisor Representative and works in a fiduciary capacity, which means she is acting in the best interest of her clients. She specializes in income maximization and investment advice for pre-retirees and retirees, with a concentration in advising the underserved women’s market. Vicki holds her Series 65 license and is licensed for insurance in multiple states across the country.
After losing my husband to cancer in 2009, I quickly became aware of how little I knew about our finances. And the last thing I ever thought was that I would one day find my passion within the financial services industry!
I previously had a successful career as a Chemical Engineer, but the unexpected loss of my husband changed not only my career path but in fact, my entire life path. I suddenly found myself a single parent to my 10 year old son, Matthew. I had new responsibilities, and I realized I didn’t know enough about my finances. Honestly, at that time, I didn’t even know what I didn’t know.
I began a new career in real estate, allowing me to be more available for my son, while at the same time I worked hard to learn as much as possible about finances and investing. Things were coming together for Matthew and me as we established our new normal.
Then one day, an associate invited me to a retirement planning workshop. He talked about the importance of income planning, not just focusing on how much money I have but also on how to secure necessary retirement income. I had always kept my eye on growing my assets but had never put together a plan for how I was actually going to sustain my income and desired lifestyle in retirement.
That workshop changed my life. I knew I needed to share the information I had learned with others, and that became my passion starting on that very day. I studied, got licensed, and have been serving my community ever since. I spent countless years learning about investing and retirement planning both personally and professionally. My mission is to share what I’ve learned with others, so they don’t have to waste as much time, energy and aggravation getting to their own best plan.
In addition, given that real estate often plays a significant role when planning for retirement, I still have an active real estate practice. And so that I can focus my time on retirement planning, my real estate business partner takes the lead on the day-to-day activities related to our transactions.
My goal is to help others thoroughly understand and intelligently make use of all investment vehicles that are available to them, including those related to Income Planning and Real Estate investing, in order to create completely effective retirement plans that allow for a future that’s safe, stable, secure, and free of financial concerns.