Victory Wealth Services

 Victory Wealth Services

Located near downtown Prescott, Arizona, Victory Wealth Services has a winning formula of comprehensive wealth services combined with continual one-on-one coaching. This proven approach will inspire you. As one of our valued clients you will live your ideal life and have greater peace of mind. This approach allows us to provide you with the highest level of comprehensive financial planning services possible. This level of financial service gives you more personal freedom. Our clients enjoy this unique and refreshing approach to wealth management.

We’re different.

We will create your comprehensive written lifetime financial strategy with our team of Subject Matter Experts and coordinate all of your personal financial affairs. We provide oversight over the financial people in your life and ensure every financial recommendation is perfectly aligned with your overall plan. We pay close attention and whenever you drift off-course (and every one does), we recommend course-corrections so you remain on-track. We watch your back for potential conflicts and protect your assets and strategy. We provide this incredible amount of value all for a simple fixed or flat-fee, regardless of your net worth.

Through the Financial Road Map® Experience we get to know who you are, including your deepest values and most important goals. Knowing this about you allows our team to create your own unique written lifetime financial plan. This also allows us to help you gain greater personal clarity which involves your deepest values and fulfilling goals.

We’re with you every step of the way.

James Hait
Trusted Financial Advisor

 Located near downtown Prescott, Arizona, Victory Wealth Services has a formula of comprehensive wealth services combined with continual one-on-one coaching. This approach will inspire you. As one of our valued clients, you’ll live your ideal life and have greater peace of mind.

This approach allows us to provide you with the highest level of comprehensive financial planning services possible. This level of financial service gives you more personal freedom. At Victory Wealth Services, we believe you will enjoy this unique and refreshing approach to wealth management.

What Makes Us Great
We’ll create your comprehensive written lifetime financial strategy with our team of Subject Matter Experts and coordinate all of your personal financial affairs. We provide oversight over the financial people in your life and ensure every financial recommendation is perfectly aligned with your overall plan. We pay close attention and whenever you drift off-course (and everyone does), we recommend course-corrections so you remain on-track. We watch your back for potential conflicts and protect your assets and strategy.

Through the Financial Road Map® Experience (as featured in the video above) we get to know who you are, including your deepest values and most important goals. Knowing this about you allows our team to create your own unique written lifetime financial plan. This also allows us to help you gain greater personal clarity which involves your deepest values and fulfilling goals.

We’re with you every step of the way.

Strategies for Financial Independence
To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us by email or call us at (928) 778-1050 today!