2?? Are You Retirement Ready? ? Retirement isn’t about age—it’s about preparation! ? Ask yourself: ? Do I have a solid income strategy? ? Am I maximizing my Social Security benefits? ? Have I planned for healthcare costs? A strong retirement starts with a smart plan. Let’s build yours ? VictoryWealth.com
关于我们
The team at Victory, works to help you: 1?? Align financial choices with your most important goals & deeply held values. 2?? Work to get your entire financial house in order. 3?? Gain the highest level of confidence – regardless of what happens in the markets or economy. VICTORY WEALTH SERVICES (VICTORY) is a state-registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk & are not guaranteed. VICTORY has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. VICTORY has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to https://victorywealth.com/firm-brochure/ for the adviser’s ADV Part 2A for material risks disclosures. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature & timing of the investments & relevant constraints of the investment. VICTORY has presented information in a fair & balanced manner. VICTORY is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed. Although the firm does not charge a fee for attending a consultation/meeting, & said consultation/meeting offers the attendees educational information, by contacting us, you may be offered information regarding the purchase of insurance & investment products. Annuities & insurance products are provided by various insurance companies & offered through Victory Insurance & Financial Services, LLC., a licensed insurance agency, DBA Victory Wealth Services in AZ.
- 网站
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https://victorywealth.com/
Victory Wealth Services的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Prescott,AZ
- 类型
- 私人持股
- 创立
- 2005
- 领域
- Income Planning、Retirement Planning、Tax Planning、Investment Planning、Wealth Management、Healthcare Planning、Legacy Planning、Life Insurance、Long-Term Care、Investing、Annuities、College Savings Plans、Business Services和Private Client Services
地点
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主要
3741 Karicio Lane
Suite 2
US,AZ,Prescott,86303
Victory Wealth Services员工
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Peter Pflum
Administrative Manager at Victory Wealth Management, Inc.
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Sean Sandefur
Client Services Specialist and Writer
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Ali Gilliland
Director of Marketing at Victory Wealth Services
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James Hait
?????????????? of ?????????????? ???????????? ???????????????? ?? Financial Advisor / Speaker ?? The Victory Retirement Hour ?????????? &…
动态
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Miss our latest live episode of Victory Retirement Hour? Listen to the latest episode or catch up on any others you’ve missed here: https://loom.ly/U8OPzVw
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?? Did you take the federal buyout offer, or are you staying put? ?? Now that the program has officially ended, 77,000 federal employees have stepped into a new financial future. Whether you’re adjusting to life after accepting the package or deciding your next steps, your financial plan matters more than ever. ? What’s next for your retirement? ? How can you maximize your benefits? ? What should you do with your payout? We’re here to help you navigate the road ahead. Learn more ? https://loom.ly/8m1IuKY
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?? Countdown: Only 20 Seats Left! (March 11) ?? Platforms: Facebook, LinkedIn, X, Instagram Story ?? Limited Seating for State of the Economy 2025! ?? Prescott Resort | March 21 | 8:30 AM ? Complimentary Breakfast | Live Q&A ??? Reserve Your Spot Today Before Registration Closes! https://loom.ly/Ih6P_B0 #PrescottEvent #FinancialPlanning #LiveYourVictory #VictoryWealth
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??? Meet Guest Speaker: Timothy Sargent ?? Director, BB&T Asset Management ?? 27+ years in investment advisory Timothy focuses on helping individuals navigate financial planning decisions with an emphasis on risk management. ?? Where: Prescott Resort & Conference Center ?? When: Friday, March 21, 2025 | Doors open at 8:30 AM ? Complimentary breakfast included! https://loom.ly/mnMu_DU #FinanceEducation #LiveYourVictory #VictoryWealth
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Ready for a new episode of Victory Retirement Hour? LIVE at Noon on 103.5 FM or stream it live https://loom.ly/-cQ9pO0
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??? Meet Your Host: James Hait ?? CEO of Victory Wealth Services ?? Host of The Victory Retirement Hour on KYCA 1490 AM & 103.5 FM ?? Featured in The Daily Courier, Prescott Woman Magazine James specializes in helping individuals understand financial planning, tax considerations, and retirement income strategies. ?? March 21 | Prescott Resort https://loom.ly/uaM3fr0 #RetirementPlanning #LiveYourVictory #VictoryWealth
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? Why should you attend State of the Economy 2025? ?? Economic Trends & Inflation Considerations ?? ?? Tax-Efficient Retirement Income Strategies ?? ?? Approaches to Navigating Market Uncertainty ?? ?? Where: Prescott Resort & Conference Center ?? When: Friday, March 21, 2025 | Doors open at 8:30 AM ? Complimentary breakfast included! https://loom.ly/AhnP9aM #RetirementPlanning #SmartInvesting #LiveYourVictory #VictoryWealth
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Miss our latest live episode of Victory Retirement Hour? Listen to the latest episode or catch up on any others you’ve missed here: https://loom.ly/U8OPzVw
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?? Attention Prescott Area Investors, Business Owners & Retirees! ?? How will the 2025 economy impact your financial future? ?? Join us at State of the Economy 2025 ?? Prescott Resort & Conference Center ?? Friday, March 21 | 8:30 AM ? Complimentary Breakfast Included Hear insights from experienced financial professionals about market trends, tax considerations, and financial planning strategies. ??? Seats are limited – Register now! https://loom.ly/AhnP9aM #PrescottAZ #FinancialPlanning #WealthManagement #LiveYourVictory #VictoryWealth