Financial Tips

We believe the key to financial freedom is staying informed and continually educating yourself on your financial investments, decisions, and life.

Below you will find some educational information and resources that we have compiled to help you on your road to financial freedom.

How to Save for College

Jan 24, 2022 | ,

    Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,...

Personal Portfolio

Jan 24, 2022 |

    Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,...

Spend Less Than You Earn

Jan 24, 2022 | ,

    Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,...

How do I Budget?

Jan 24, 2022 | , ,

    Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,...

Credit vs. Debit Cards

Jan 24, 2022 | ,

Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a...

What is an HSA?

Jan 24, 2022 |

    Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,...

The Power of Investing

Jan 24, 2022 | , ,

Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a...

Viva Financial

4625 Morse Road, Suite 102 | Gahanna, Ohio 43230
P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Viva Financial are not affiliated.

This communication is strictly intended for individuals residing in the states of CA, FL, KY, MI, NM, OH, OK, PA, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

Copyright © 2025
Viva Financial