Tina Licari headshot

Tina Licari, CFP®, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

651-228-6929
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image of Charles Athmann

Charles Athmann, CPFA®

Investment Associate

651-228-6948

Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide

 

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Strategist


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Director of Wealth Strategies


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Echelon Wealth Strategist


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Wealth Strategist


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Senior Vice President, Director of Portfolio Advisory Group


Will Social Security be there for you?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact me to discuss your retirement plan.

Prepare for the unexpected

When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact me today to learn more about RBC Credit Access Line and be prepared for the unexpected.

 

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity.