Victory Experience™️

The Victory Experience™ is our proprietary process, designed to provide continuous and comprehensive financial planning throughout your lifetime.

Learning Center

Elevate your financial literacy using these invaluable resources at your fingertips.

About

With Victory, you’re not just getting advice – you’re gaining a dedicated team who’ll be there with you every step of the way.

Older couple reviewing their retirement plan and Risk Number on a laptop, representing personalized investment strategy with Victory Wealth.

Discover Your Risk Number®

A simple quiz that measures your true comfort with market ups and downs.

Take the Quiz

See How it Works in Under 3 Minutes

How It Works (3 Simple Steps)

  1. Take the Quiz. Answer straightforward questions about your comfort with gains and losses.
  2. Get Your Risk Number®: Instantly see where you fall on the scale from conservative (1) to aggressive (99).
  3. See If You’re Aligned: Compare your Risk Number® with your current investments—or talk to an advisor who can help.

Take the Quiz

Let’s Get Started

  • Define Your Risk Number®

    The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

  • Align Your Portfolio

    After pinpointing your Risk Number®, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

  • Define Your Retirement Goals

    We will also review your progress toward your financial goals by building a Victory Road Map®. When we are finished, you’ll better understand what we can do to increase the probability of success.

How Your Risk Number® and Victory Road Map® Work Together

Think of your financial journey like a road trip.

Your Risk Number® is the speed you’re comfortable driving.
Some people feel steady at 45 mph. Others are fine cruising at 70. There’s no wrong answer—it’s about your comfort on the road.

Your Victory Road Map® is the route to your destination.
Whether your goal is retirement, a dream home, or peace of mind, the map shows the best path to get there.

Together, they make sure you’re driving at the right speed on the right road.

  • Too fast? You might panic when the road gets bumpy.
  • Too slow? You might not get where you want to go in time.
  • The goal is alignment, so your pace matches your purpose.

Simple tools. Smarter decisions. A clearer path forward.
That’s the power of combining insight with intention.

Frequently Asked Questions

  • Is this really free?

    Yes—no cost, no obligation.

  • What if I don’t have investments yet?

    That’s okay. This helps you understand your comfort level before you begin.

  • How often should I check my Risk Number®?

    Any time your life or goals change. It’s part of staying financially self-aware.

  • Is this just a marketing tool?

    No. It’s a research-backed tool used by thousands of financial advisors to create better client outcomes.

Embark on your journey to victory now

Don’t wait for the right moment; make it happen. Schedule your free Victory Retirement Strategy Session™ and set the course for a brighter financial future.

Find a Victory Event Take the first step