client portal

Our Team

meet the VIA team
Mike Vickerman

mike vickerman, jr, CPA

President & Chief Vision Officer
Senior Investment Advisor

Amy Jo Van Lierop

amy jo van lierop, CPA

Director of Client Connections
Senior Investment Advisor

Chris Grasmick

CHRIS GRASMICK, CFP®

Managing Director
Senior Investment Advisor

Brian Kenyon

Brian J. Kenyon

Director of Trading and Research
Investment Advisor

Allison Hart

Allison Hart

Director of First Impressions
Client Service Specialist

Michelle Vickerman

Michele Vickerman

Marketing & Community Liaison
 

MyBucketSystemTM calculator

How much can you spend each month?

The number one question clients ask is, “How much money can I withdraw from my portfolio each month and never run out?” The MyBucketSystem™ provides the answer.
try it out

MyBucketSystemTM

How much monthly income can your portfolio provide you in retirement? Adjust the scroll bar to the value of your investment portfolio and watch the MyBucketSystemTM calculate your retirement income.

$50,000

1-5 yrs.

$100,000

Projected 1.5% Return

6-10 yrs.

$100,000

Projected 3% Return

$100,000

Monthly Income

$100,000

Monthly Income

11-15 yrs.

$100,000

Projected 4% Return

16+ yrs.

$100,000

Projected 8.5% Return

$100,000

Monthly Income

$100,000

Year 16 Balance

Disclosures

what's in your bucket

get in touch

Thank you for your interest in VIA! To learn more about our personalized services or to speak with one of our experienced investment advisors, just complete the fields below and we will contact you.

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