Experience Something Richer™
Welcome to Invictus 1 Private Client Group! Our singular mission as your Financial Organizer is to cut through the overwhelming financial noise and information to create an aligned overarching strategy that is congruent with your values, your goals and your desired lifestyle.
As a retainer-based financial advisory, you simply pay a fixed flat-fee for the comprehensive service and incredible value provided – regardless of your net worth. You will enjoy conflict-free, totally transparent, and true fiduciary financial services as we help you:
- Align your financial choices with your most important goals and most deeply held values
- Get your entire financial house in perfect order and keep it that way – forever
- Have the highest level of confidence that regardless of what happens in the markets, the economy, or the world; you will achieve your goals
The Invictus Experience™
Under the careful and watchful eye of your Trusted Financial Advisor, your team will design your custom written lifetime financial plan, put your plan into action, monitor your plan, and meet with you regularly to keep you on track. We do this to ensure that your financial house will always be in perfect order and stays that way.
Your team provides you The Ten Deliverables™ (a deliverable is our term for the specific services we provide), which are supported by a proprietary detailed checklist of 176+ items. We do this so we miss nothing, allowing you to focus on things that are more important to you than money.
The Invictus Way™
Our proprietary planning process will inspire you to do whatever it takes to reach your goals for the reasons that are important to you. You will have as much contact with your Trusted Advisor and Deliverables Team Members as you require and desire. However, three times a year, we will need you; and we will schedule these important Client Progress meetings every four months.
Invictus Clients are successful individuals and families who value having their entire financial house in perfect order at all times. This exclusive community of Ideal Clients will never grow beyond 25 Ideal Clients per advisor. Once they reach this number, they will not accept any new clients, allowing them to give you the personal attention you deserve.
The Invictus P.A.C.T.™
The Invictus P.A.C.T.™ is the mindset required to deliver an outstanding quality of service that the financial services industry does not currently provide.
The Invictus P.A.C.T.™ stands for Protection, Attention, Coordination, and Transparency.
1 Invictus: Latin adjective, “unconquered, unsubdued, invincible.”
“… It matters not how strait the gate,
How charged with punishments the scroll,
I am the master of my fate,
I am the captain of my soul.”
–William Ernest Henley