Tiffany Welka is the Vice President of VFG Associates and an award winning licensed insurance professional. She is also an Accredited Wealth Management AdvisorSM or AWMA®. This is the nation’s original and most well-respected designation for providing financial advice.
Tiffany is a fiduciary registered through FINRA. By definition, she is an advisor who holds a fiduciary duty and an ethical obligation to act solely in her client’s best interest. Her expertise aids her clients to capitalize on opportunities to preserve, grow, and/or transfer their wealth. She optimizes her client’s investments in order to achieve their goals.
Tiffany’s passion and focus is working with people who have or desire to accumulate and preserve their wealth. She helps educate and guide her clients into making smart financial decisions. Tiffany teaches her clients to always “invest with intent”.
Understanding that relationships and emotions are affected by financial decisions, she created a pre-marriage program that she calls “Financial Harmony” where she expresses the importance of proper money management and open communication in relationships regarding finances. She hosts workshops and offers private financial counseling for couples.
Whether you are concerned about insurance, investments, or planning for an income that you can never outlive, Tiffany can assist you.
Areas of Specialty:
• Wealth Management
• Retirement Income Planning
• Social Security Income Planning
• Life Insurance, Long term Care Insurance
• Medicare Supplements/Advantage/Part D
• Dental/Vision/Health Insurance
• Legacy Planning and Wealth Transfer
• College Planning
• Disability Insurance