our Services

Holistic Planning

We offer holistic wealth management services from budgeting and financial planning, to insurance planning and investment management. We start with an in-depth conversation to understand your current situation and goals and then build a roadmap to confidently build and protect your future. By creating a comprehensive plan, we are ensuring that you have confidence in the future you are building for yourself and your loved ones while still enjoying your life today. We will consistently sit down to check in on progress, review your portfolio and make any needed adjustments based on your goals and any life changes.

Holistic Planning
Holistic Wealth Management

Financial Planning

  • Goals Based Planning
  • Retirement Planning
  • Higher Education Planning
  • Estate Planning
  • Charitable Giving

  • Major Life Transition Planning

  • Tax Strategy & Planning

Insurance Solutions

  • Life Insurance
  • Disability
  • Long-term Care
  • Health Insurance
  • Auto Insurance
  • Home Insurance
  • Business Insurance

Investment Management

  • Investment Portfolio & Asset Management
  • Asset Allocation
  • Tax Efficient Investing

We’d love to learn about your goals
and how we can help

We’d love to talk and learn more about your financial goals
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+123 456 7890
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Appropriately licensed individuals are registered to offer Investment Advisory Services through Victory Financial Group, LLC (“VFG”), an SEC Registered Investment Adviser. VFG does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. This site is published for residents of the United States only. Investment Advisor Representatives of VFG may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the VFG Compliance Department at (512) 763-7671.These materials have been independently produced by Victory Financial Group. Victory Financial Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.