Hello, my name is Raymond Sikora, and in 2018 I founded VJS Planning.
In my first career, I was a business analyst for over 30 years at the Hartford Financial Services in the property/casualty area. My main job responsibilities included planning, monitoring and analysis for the AARP Automobile and Homeowners direct marketing insurance program. After retiring from the Hartford, I consulted at the Travelers Insurance Group for about 2 years, assisting with their direct marketing Automobile insurance program.
I have had a passion for financial planning for many years, starting during the early years of my children in the early 2000’s. I have earned my ChFC and CLU designations. I have managed my family’s financial plans, which include our retirement portfolios, multiple properties, and private college education expenses for my two children.
My paraplanning experience includes the following software applications:
- CRM software package
- Redtail
- Financial Planning software packages
- eMoney
- MoneyGuidePro
- RightCapital
- MoneyTree Advise and
- Advizr (Orion).
In addition, I have experience transitioning clients from MoneyGuidePro to Advizr (Orion) for several financial advisors.
I am confident that my paraplanning work experience, knowledge of CRM/Financial Planning software packages, financial planning education, and life experiences would provide value to a financial planning firm that is looking for virtual paraplanning assistance.
My personal interests include traveling and cruising with my wife, along with golfing and kayaking with my son, daughter and son-in-law. Recently, my son and I have a goal to attend MLB baseball games at all 30 stadiums. Having attended 12 since 2018, (5 in 2018 & 7 in 2019) we have only 12 remaining to go.
VJS Planning 