Broker Check
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Tuning Your Social Security Benefit

Vickery Creek Capital Management, LLC, is an independent, investment advisory company that exists to serve a select group of successful families.

We help these families to:

1) Organize their financial affairs;

2) Make wise investment decisions.

One of the only investment firms in the United States to accurately predict the historic interest rate drop from 2010-present.

Macroeconomic Approach

“Vickery Creek” is a registered investment adviser, providing investment management and advisory services based on a determinate, proprietary, top-down macroeconomic approach to investing. We provide tailored solutions to clients in need of a comprehensive investment program coordinated by one of the best investment advisers available.

Vickery Creek is an objective, fee-only firm that does not accept compensation that is based on the investments it recommends. This critical distinction means that the company's revenue is inextricably tied to the performance of client accounts. It is therefore in our best interest for client investments to perform well. Vickery Creek receives payment in a clear, direct and transparent way.  We utilize bonds, stocks, ETFs, and mutual funds to help clients provide income now and income later for retirement.  In addition, we use fixed index annuities, survivorship insurance, and long term care insurance when needed.

Please know that if you are a client or a prospective client, this company was created for your benefit. Each person who works for this company has a great job and people like you make it possible. Thank you for your business / your interest in our company.

Please let us know if you would like to receive our complete Form ADV - which is public domain and on file with NASAA, FINRA, and the SEC by emailing a request to:  [email protected]

Helpful Content

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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