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10000 Sagemore Drive, Suite 10201, Marlton, NJ 08053

(856) 596-4830 x2161
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Financial Security

Whether you’re beginning your investment journey, reimagining your retirement or anything in between, Virginia Harriett and her Team can help. It’s their goal to serve every aspect of your financial life to provide guidance and insights.


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Collaboration & Financial Guidance

Collaboration & Financial Guidance

Virginia and her Team find great purpose in their work. As you go through new experiences and new phases of life, she helps you plan to meet challenges and work toward your financial
goals. She strives to listen, educate and guide her clients so that they have financial clarity and can make smart, informed decisions.

It’s through collaboration and planning that gives her clients confidence to transition into the next phase of life and pursue your dreams. Whether it be starting a family, preparing for college, accumulating wealth, managing wealth, retirement planning or long-term care planning, Virginia is there to help guide and empower you to build a successful financial future.
Virginia and her Team are your trusted financial partners and guides.

When We Can Help

  • Marriage
  • Birth of a child
  • Starting a Career / Job Change
  • Divorce
  • Loss of a Loved One
  • Retirement
  • Sudden Money

Life's Transitions

No matter what stage of life you are in - whether you are beginning your career, already enjoying retirement or somewhere in between – we offer the guidance and the experience you need to stay on track and make the most of your journey ahead. Our goal is to help you make
sound financial decisions as you navigate life’s transitions and guide you toward the life you would like to have.

Planning Ahead

Over time, your needs will evolve. The transitions you experience in life–marriage and family, wealth accumulation, your career–require an evolving perspective on priorities, strategies, and goals. We incorporate this growth into your plan and portfolio management. We can analyze your situation and help manage your financial options to keep you organized and on course.
Whatever stage of life you are in, we have the tools and knowledge to support you every step of the way. 

How We Help Retirees Plan For The Future

As you approach retirement, you may have more questions than answers. Can I truly afford to retire? How will I replace my income? Where can I turn to for experience and trustworthy advice?

Retirement is the longest-anticipated transition that our clients experience. We spend decades saving and planning for our retirement years. Still, when it comes to finally transitioning into retirement, how does one know if they are truly prepared? We will work together to assess your
retirement readiness, create a plan to turn your retirement savings into sustainable income and develop strategies to ensure you’re making the most of your available resources.

Social Security Planning

Choosing when to begin collecting your Social Security benefit is one of the most important decisions you’ll make as a retiree. You’ve been paying into Social Security for years. Now it’s time to make some key decisions around how to best utilize these benefits. Should you start
collecting at your Full Retirement Age (FRA), or does it make sense to consider an early or delayed start date? How does your spouse’s earning record affect your benefit, and how can the two of you collect your benefits strategically to garner the highest lifetime payout? We will work together to create a plan that is customized to your unique situation.

Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Our Clients

Helping investors from every background. 

Our Process

Our Process

Our Process starts with you…wherever you are! We meet and discuss where you are currently and what hopes and dreams you have for your future. Then we work on a plan to make that happen and take it step by step…to get you there.

Our Values

Our Values

CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals are Fiduciaries who meet rigorous education, training and ethical standards, on an ongoing basis.

Our History

Our History

For over 41 years, Virginia Harriett has enjoyed working with individuals, couples, families and small businesses giving them ideas, options and guidance to help them build a better financial future, for themselves. She listens to and educates them so that they can move forward with clarity, and confidence.

From One Professional to Another / Let’s Work Together

From One Professional to Another / Let’s Work Together

Our business is built on a foundation of thoughtful client relationships. You can easily see our real-time availability and schedule time with us by using our online calendar.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Virginia, and her team, are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. They are truly interested in helping their clients succeed and they treat their clients like family. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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