About

"Relevant financial planning is not a 30-second sound bite or cookie cutter/one size fits all.  You are unique, your financial strategy should be the same .  This is my guiding principle" .....Vivian Villers.

 

"Wise Advice for the Events of Life"

Often, the  occurrences  of life - both happy and sad - are overwhelming.   Making decisions clouded by emotion can be financially damaging.  You need a voice of wisdom to hold your hand and guide you through the maze.  We take pride in having both the experience and independence to create custom-tailored solutions.  Our clients include people of all ages, income and asset levels and live all across the United States.  Give us a call.

 

About Vivian Villers, CFP®, AIF®, CWS®

I am credentialed as a CERTIFIED FINANCIAL PLANNER™ practitioner, an ACCREDITED INVESTMENT FIDUCIARY® and a CERTIFIED WEALTH STRATEGIST®, with over 30 years  in practice. I began my career with a large insurance and securities firm.  After 7 years, I founded my own firm, Sage Planning, and joined Sigma Financial, an independent broker-dealer. This change allowed me to "drive my own bus"  and create individualized solutions for my clients.  

 In addition to providing comprehensive, general financial planning,  I focus on three specific areas:  Women in Business; Special Needs Families; and Charities and Endowment Funds.

On a personal note,  I enjoy The Chicago Botanic Garden, antique and classic cars, and the Art Institute of Chicago.  I love to read, travel and am a graduate of The Silva Method.  

 

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

The Accredited Investment Fiduciary® (AIF®) is the mark of commitment to a standard of investment fiduciary excellence.  This designation is awarded and administered by the Center for Fiduciary Standards.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck