Roth IRAs & Financial Planning Near Traverse City, MI

With the types of investment strategies available today, it is beneficial to have a Financial Planner on your side. Their experience means that they can advise what options will be best for you to plan for your financial future and flexible retirement. At Vickery Financial LLC, you will have a reliable and experienced investment broker working for you.

When you know where you stand financially, you have a better idea of what you need for an enduring financial future. Understanding the financial strategies that are available to you, and helping you build your retirement investments is what we do best.

Roth IRAs for your Retirement

Roth IRAs are a tax-deferred retirement account, allowing investors to set after-tax income aside. Withdrawals of contributions can be made at any time and for any reason, but are not tax-free until you are older than 59 ½ and the holding is older than five years. A Roth IRA may be a good option for retirement. 

Qualified Roth IRAs are free from federal tax income, however, may be subject to state or local taxes. If you are searching for a retirement savings vehicle with distinct tax advantages, we will help find a good fit with a Roth IRA for you.

Reliable Financial Planning

Vickery Financial has the goal of providing an individualized approach to investing. With over 30 years of experience in financial planning, wealth management and insurance, our brokers will assist in building a portfolio that will have you ready for retirement. We look at the big picture for the small person.

To find out more about our services and set up an appointment with an investor please call 231-775-4244. Put us to work for you.