Victory Experience™️

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

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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.

The Victory Experience™️ — 
achieve financial victory

The Victory Experience™ is our proprietary process, designed to provide continuous and comprehensive financial planning throughout your lifetime. Starting with a deep understanding of your finances, we work with you to develop a written plan that aligns with your financial goals. Our approach simplifies decision-making and minimizes the hassle of managing details, allowing you to focus on enjoying life. As your needs and goals evolve, we remain committed to adjusting and refining your plan, ensuring it always serves your best interests.

Find your financial victory in four easy steps

The Victory Experience starts with a four-step journey: setting goals, making a plan, taking action, and finally, giving you the space to enjoy life while keeping an eye on your finances.

  1. 01

    Define Your Victory™

    This stage is all about your goals. We’ll dive deep, face-to-face or over a video call, to truly understand your aim. With the guidance of our fiduciary financial advisors, we’ll outline your aspirations, crafting a Victory Plan™ that mirrors your vision. Together, we’ll ensure your ambitions have a clear path forward.

  2. 02

    Design Your Victory™

    Next, we bring your goals into focus with a strategic plan. In this phase, you’ll see a big-picture layout of your possible financial future. We value transparency, so expect a clear view of your proposed steps and the reasoning behind them. Your journey, our strategy.

  3. 03

    Deploy Your Victory™

    With a clear strategy in place, it’s time for action. We’ll manage the nitty-gritty, from transferring your assets to setting up the right fund allocations. Our priority is ensuring everything we do aligns with your goals and values. With the Victory Plan™, every move is calculated, every decision purposeful, driving you closer to your financial victory.

  4. 04

    Live Your Victory™

    Now comes the best part – living life on your terms. After nailing down the details in the first four stages, you can shift your focus to the things that truly matter in life. With us by your side, keeping things smooth and on track, you’re free to embrace the joys of life, chase new passions, and savor moments. With the Victory Plan™ in place, rest easy knowing we’ve got your finances sorted, letting you live your victory.

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Your personalized Victory Plan™️— a blueprint for your financial future

Victory Wealth Services offers comprehensive financial services designed to prioritize your success and guide you toward your financial goals with innovative solutions. Your custom Victory Plan™ includes:

Experience the gold standard

The Victory P.A.C.T. is our promise to offer a higher level of service in finance by focusing on:

  • Protection We’re serious about guarding your money and financial plans.
  • Attention Our team continuously watches over your financial matters, keeping your goals on track.
  • Coordination We manage all parts of your financial life, working with any professionals you need.
  • Transparency You’ll always know the costs of our services, with no hidden agendas. We’re honest about any potential conflicts of interest.
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Common questions answered

  • Are you a fiduciary?

    Yes. At Victory Wealth Services, being a fiduciary means your interests come first. We are bound by law to give you advice that aligns with your needs and goals.

  • How do you get paid?

    We offer flexible payment options depending on your needs. This can be a set fee, a charge based on your assets, or a mix of fees and commissions. We aim for a method that works best for you.

  • What’s your investment philosophy?

    We design financial strategies that reflect what’s important to you. By balancing income generation, asset growth, and quick access to funds, we ensure your investments are tailored to your personal aspirations.

  • What asset allocation will you use?

    We are not tied to any specific investments. We look at everything available, choosing what matches your needs and goals for a customized balance in your portfolio.

  • Who is your custodian?

    As an independent RIA, we have the flexibility to partner with a variety of custodians, including popular choices like Charles Schwab and Fidelity, depending on your preference.

  • Who will I work with?

    You’ll be paired with a dedicated advisor, your main point of contact, who functions like a conductor in an orchestra. This professional collaborates with a team of specialists, integrating their diverse expertise and experience for your comprehensive financial planning.

  • Can you work with people in any state?

    Yes, we can. Although our main office is in Prescott, AZ, we have clients across the country and staff in three states. Using web meeting technology, we provide services to families nationwide. If you’re seeking a retirement income planning specialist, don’t hesitate to contact us to start a conversation.

Still have questions?

Feel free to reach out to our helpful team. We’re here to assist you with any additional questions you may have.

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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.

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