614-831-0800 dan.phillips@viva-financial.com
Viva Financial
  • Who We Are
    • Our Team
  • Our Clients
  • Services
  • Financial Tips
  • Contact
  • Client Access
    • CIRStatements
    • Wealthscape
    • Personal Financial Website
Select Page
The Importance of a Mid-Year Financial Review

The Importance of a Mid-Year Financial Review

by lportee53 | Jul 3, 2024 | Financial Planning

The Importance of a Mid-Year Financial Review It is not just a routine task, but a strategic necessity to align with your goals As we reach the halfway mark of the year, it’s a prime opportunity to assess your financial planning goals and review your investment...
The Importance of a Mid-Year Financial Review

Starting Young- Setting up a Savings Account for Your Child

by Dan Phillips | Apr 26, 2023 | Financial Awareness, Financial Planning, Uncategorized, Wednesday Wisdom

🏦 Wisdom Wednesday with Viva Financial 🏦​   One of the most effective ways to teach children about money management is by encouraging them to open a savings account. A savings account not only teaches children about the importance of saving money, but it also provides...
The Importance of a Mid-Year Financial Review

Unnecessary Spending

by Dan Phillips | Apr 19, 2023 | Financial Planning, Retirement Education, Uncategorized, Wednesday Wisdom

💲Wisdom Wednesday with Viva Financial💲       We’ve all heard the coffee strategy at some point in our lives, right? “You make your coffee at home for a year and you’ll save x number of dollars.” And while that sounds great in theory, it may not...
The Importance of a Mid-Year Financial Review

Summer: Great Time To Teach Kids About Money

by Dan Phillips | Apr 12, 2023 | Financial Awareness, Financial Planning, Uncategorized, Wednesday Wisdom

👧 Wisdom Wednesday with Viva Financial 👦 A four- or five-year-old child may seem too young to grasp the concept of money management, but even at an early age, children waiting in a supermarket checkout line can see that money buys things. Therefore, it is important to...
The Importance of a Mid-Year Financial Review

April is National Financial Literacy Month

by Dan Phillips | Apr 5, 2023 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized, Wednesday Wisdom

🌷 Wisdom Wednesday with Viva Financial 🌷   Welcome to April! As you may know by now, part of our mission here at Viva is to help make financial literacy accessible to everyone. We believe a large part of financial freedom comes in being able to have honest, well...
The Importance of a Mid-Year Financial Review

How to Prepare and Invest in the Right Majors

by Dan Phillips | Mar 29, 2023 | Financial Awareness, Financial Planning, Investing, Uncategorized, Wednesday Wisdom

Wisdom Wednesday with Viva Financial   With graduation season around the corner, you may have questions about how to help your child prepare for and decide the best career trajectory. Here is some information on what to consider when talking about degree options....
« Older Entries

Viva Financial

4625 Morse Road, Suite 102 | Gahanna, Ohio 43230
P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Viva Financial are not affiliated.

This communication is strictly intended for individuals residing in the states of CA, FL, KY, MI, NM, OH, OK, PA, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

Copyright © 2025
Viva Financial