Who We Work With
Our Ideal Clients are comprised of successful individuals and families who value having their entire financial house in perfect order at all times.
- Are able to focus on what’s important to them
- Are passionate about their important goals
- Are focused on their personal and family values
- Are Financial Delegators
Ideal Clients also:
- Value our High-Trust relationship
- Enjoy Simplicity, Freedom, and Peace of Mind
- Can handle and expect the truth from their Trusted Financial Advisor
Our exclusive community of Ideal Clients will never grow beyond 75 Ideal Clients. Once we reach this number we will not accept any new clients. This allows us to give you the personal attention you deserve.
Securities and investment advisory services are offered through The Freedom Experience, Inc. a registered investment advisor. Annuities and insurance products are provided by various insurance companies and offered through Victory Wealth Management, Inc., a licensed insurance agency, doing business as Victory Wealth Services in Arizona. Product and feature availability may vary by state.
• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF