Meet Annika Armstrong As a comprehensive financial planner, Annika works with clients across multiple areas of their financial lives, including investments, insurance, retirement planning, and long-term goal strategies. Rather than focusing on individual products, Annika takes a goal-first approach, ensuring each piece of a client’s financial plan works together strategically. Many people work with advisors who specialize in only one area, which can leave gaps or misalignment in their overall plan. Annika’s holistic approach helps eliminate those disconnects; creating clarity, coordination, and confidence. A Foundation Built on Education With a background in education, Annika believes that financial planning should be empowering and not confusing or overwhelming. She takes the time to explain options, strategies, and trade-offs so clients can make informed, confident decisions about their financial future. This emphasis on understanding and transparency is central to how Annika builds long-term relationships with her clients. Who Annika Serves Annika’s client base includes:
She also works extensively with individuals who are 5–10 years from retirement, helping them prepare for retirement income and distribution strategies. Annika recently earned her RICP (Retirement Income Certified Professional) designation, further strengthening her expertise in retirement-focused planning. Why Power Partners Value Annika Annika is known among her professional peers as a strong referral partner who values trust and collaboration. She maintains close working relationships with CPAs and estate planning attorneys, frequently sharing clients when there is a clear fit and confidence that they will be well served. Her approach to partnerships is relationship based. She focuses on learning about others’ businesses, identifying mutual opportunities, and creating long-term value rather than transactional referrals. Ideal Power Partners Annika actively collaborates with professionals who serve overlapping clients, including:
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