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Victory Wealth Services, LLC. | Financial and Retirement Planning | Prescott, Arizona

Victory Wealth Services, LLC. | Financial and Retirement Planning | Prescott, Arizona

Premier Financial, Retirement, Insurance, and Investment Planning Services Firm Prescott, AZ

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Local: (928) 778-1050
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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.

Crafting Your Ideal Life

Imagine the feeling working with a team truly aligned with you so you succeed and achieve your goals for your reasons. You will feel confident that we are as equally passionate about maximizing your quality of life as you are.

Results Driven Process

Envision for the first time experiencing a one-of-a-kind process that fully integrates and aligns your most important goals (financial and non-financial), with your most deeply held values and all your financial affairs.CLICK TO VIEW

Your life will be SIMPLIFIED and you will be held ACCOUNTABLE. In our role as your Financial Organizer you will experience a proactive approach that creates a predictable result ensuring you have the highest probability of achieving what is most important to you, enhance your quality of life and actualizing your ideal financial future.

The Invictus Way 1.1

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 vital Client Progress meetings for every four months. If we need to rearrange these dates to fit your calendar, as they grow closer, we have the flexibility to do so.

These meetings are essential for you and us both. You will appreciate hearing the progress towards accomplishing your chosen financial objectives, and these meetings are highly critical to us as this is the time to gather information and documents from you to coordinate your personal financial affairs.

The Annual Three Meeting Process

By this time we’ve worked hard to get your entire financial house in perfect order. To make sure it stays that way you receive three regular annual meetings, one every four months:

The Invictus Way 1.2


Granite Dells in Prescott AZ

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Experience a level of service you never thought possible! Take the first step towards living your ideal life today.

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Victory Wealth Services is a trade name used by Victory Wealth Services, LLC. and Victory Insurance and Financial Services, LLC. We are an independent financial services firm helping individuals create financial strategies using a variety of investment, insurance products, and services to custom suit their needs and objectives.

 

Securities and investment advisory services are offered through Victory Wealth Services, LLC. a registered investment advisor. Annuities and insurance products are provided by various insurance companies and offered through Victory Insurance and Financial Services, LLC., a licensed insurance agency, doing business as Victory Wealth Services in Arizona. Product and feature availability may vary by state. For background information, please visit: www.BrokerCheck.com.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

 

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products or services. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured.

 

• 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

 

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