You will enjoy conflict free, totally transparent, and true fiduciary financial services as we help you: ( 1 ) align your financial choices with your most important goals and most deeply held values; ( 2 ) get your entire financial house in perfect order and keep it that way – forever; and ( 3 ) have the highest level of confidence that regardless of what happens in the markets, the economy, or the world; you will achieve your goals.
Centerally located in Prescott, Arizona, Victory Wealth Services is a comprehensive financial services firm comprised of a dynamic team of best-in-class financial subject matter experts. We specialize in helping financially successful people achieve their most important goals that are aligned with their most deeply held values.
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At Victory Wealth Services, we proudly offer you the following products and services:
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We have built our entire practice based on the principles of the landmark book, "Values-Based Financial Planning – The Art of Creating an Inspiring Financial Strategy" by Bill Bachrach. As practitioners of Values-Based Financial Planning we will help you build a financial strategy, starting with your own unique values — what is truly important to you. By defining these unique values, we can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals.
Finally, a book about personal finances that focuses on awareness of making choices around your values. [Understanding] your own value system is the best way to decide what matters most to you, set your priorities, and accomplish your financial goals.
[Because of this book] I now help my clients look at their values first and their money second. The results are astounding, and the principles are life-changing. You deserve a Trusted Advisor.
Making smart decisions about how to manage your portfolio in the coming years will rely heavily on knowing exactly what you want out of life. The most important principle: aligning your money with your values is the key. Consult this book to help you build a financial plan based on what's most important to you.