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Victoria Peritz, President & CEO

CPA, ChFC, CLU, CASL

At Spalding Financial, the client always comes first. Having a master’s in Taxation from the University of Florida coupled with four additional certifications enables my dedication to exceed your expectations. A passion that has been driving me for 20+ years!

Estate Planning

It is never too early to begin planning for the future. It is important to create an estate plan as soon as possible to ensure that your family and loved ones are protected. Creating an estate plan is paramount in ensuring your wishes regarding healthcare decisions, financial decisions, and the distribution of your assets following your death are honored. Our mission is to keep you and your family’s best interest protected.

Insurance Planning

Insurance planning is one of the most integral parts of the financial strategy when it comes to protecting family legacy, your assets, and planning for future income for your retirement age. We can review your existing insurance to determine if you have the best option for your goals and evaluate your insurance needs.

Retirement Planning

Every client’s situation is unique and there are many financial products on the market. Choosing the ones that best meet your individual needs can be complicated. We take a personal approach to our Retirement Income Planning.  We start with a one-on-one conversation so we can customize a retirement income plan that will help you reach your objectives.

About Us

Servicing Clients Since 1999

Get In Touch

vip@sfgnet.com
(561) 305 3915

Mailing Address

2700 N. Ocean Dr.
Suite 504B
West Palm Beach, FL 33404