The next step you take, will be the last step you take alone.

 

Value statement

My grandparents were immigrants from Sicily and Italy and our strength was built on faith and family.  At a very young age, I was taught integrity above all else.  My husband, children, and grandchildren assure my path is paved with kindness, appreciation, giving and the pursuit of knowledge.  

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The beginning of the year is a great time to contribute to your Traditional or Roth IRA. Every day counts toward securing your financial future. Seize this unique opportunity to contribute for both 2024 and 2025. Let’s connect and make those contributions today. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/rbc-retirement-paycheck.pdf

If talking about money is difficult for you, our “Twelve easy conversations about money” can help. Direct message me today to receive your copy.

If you're 73+ and have already taken your RMDs for 2024, it’s never too early to start thinking about your options for next year.

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 651-228-6929, tina.licari@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

Meet Tina and Charles

Learn more about us

image of Tina Licari

Tina Licari, CFP®, CRPC®

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

651-228-6929
Email | |
image of Charles Athmann

Charles Athmann, APP, CPFA®

Investment Associate

651-228-6948

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact me  to help you see things differently and tee up your financial goals.

Latest Insights

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How to incorporate Responsible Investing into annual planning

Feb 04, 2025 | RBC Wealth Management

Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.

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