Anita Niefeldt CFP® MBA

I Help Individuals & Families Achieve Their Dream Retirement. Whether you’re planning to retire abroad or navigating the complexities of pre-retirement and retirement, we specialize in creating financial plans tailored to your unique goals.

Our clients work with us because they want to:
1️⃣ Know if retiring in the United States or abroad is financially feasible and how to make any potential moves seamless.
2️⃣ Determine the ideal age for retirement.
3️⃣ Understand how much they can safely spend each year.
4️⃣ Optimize their investment portfolio to align with their goals.
5️⃣ Withdraw their retirement income in a tax-efficient manner.

Investment advisory services offered through Victory Financial Group, a registered investment adviser.

This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. Please consult the appropriate professional regarding your individual circumstance.