Victory Wealth Services

Victory Wealth Services Live Your Victory!β„’ The Victory Plan experience allows the Victory team to create unique written π₯𝐒𝐟𝐞𝐭𝐒𝐦𝐞 𝐟𝐒𝐧𝐚𝐧𝐜𝐒𝐚π₯ 𝐩π₯𝐚𝐧𝐬.

James Hait and the team at Victory Wealth Services, LLC, utilize a π’‰π’Šπ’ˆπ’‰π’π’š-π’‘π’†π’“π’”π’π’π’‚π’π’Šπ’›π’†π’… client strategy to assist in the π—©π—œπ—–π—§π—’π—₯𝗬 of your retirement. James and his team of professionals believe that getting to know who you are, your 𝒗𝒂𝒍𝒖𝒆𝒔, and what makes you tick are all key contributing factors toward your financial success. Through the Victory Planning Processβ„’, James and his team assist pre-reti

rees and retirees with:

πŸ† INCOME Planning

πŸ† INVESTMENT Planning

πŸ† TAX Planning

πŸ† HEALTHCARE Planning

πŸ† LEGACY Planning

James works with and advises a wide range of people and professions, including many government employees, retired teachers, physicians, and business executives approaching retirement.

π…πšπ¦π’π₯𝐲 is an integral part of James’ life. He has been married to his lovely wife, Leslie, for over 25 years. They both enjoy riding their horses and spending time with family. They are also very involved with their faith and participate in many local and global charitable opportunities.

05/29/2026

When withdrawals begin, the timing of market returns can matter.

Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purposes only and not investment advice. All investing involves risk. See our website for more details.

05/28/2026

Longevity risk is the possibility of outliving financial resources.

Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purposes only and not investment advice. All investing involves risk. See our website for more details.

05/27/2026

Freedom often starts with understanding.

Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purposes only and not investment advice. All investing involves risk. See our website for more details.

05/25/2026

It’s not just about saving money, it’s about what your money can do over time.

Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purposes only and not investment advice. All investing involves risk. See our website for more details.

05/24/2026
05/22/2026

Tax-deferred accounts delay taxes. Tax-free accounts may avoid them on qualified withdrawals. Knowing the distinction adds clarity to long-term planning.

Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purposes only and not investment advice. All investing involves risk. See our website for more details.

05/21/2026

When markets decline, the instinct is often to pause or react.

Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purposes only and not investment advice. All investing involves risk. See our website for more details.

Helping younger generations start investing isn’t about having all the answers. It’s about creating awareness, education...
05/19/2026

Helping younger generations start investing isn’t about having all the answers. It’s about creating awareness, education, and healthy financial habits early on.

Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purposes only and not investment advice. All investing involves risk. See our website for more details.

05/18/2026

You don’t always have to choose one goal over another. Sometimes it’s about pacing both.

Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purposes only and not investment advice. All investing involves risk. See our website for more details.

A retirement plan is more than a portfolio. It’s a strategy designed to help you navigate life’s financial transitions w...
05/15/2026

A retirement plan is more than a portfolio. It’s a strategy designed to help you navigate life’s financial transitions with greater clarity and confidence.

Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purposes only and not investment advice. All investing involves risk. See our website for more details.

Address

3741 Karicio Lane, Suite 2
Prescott, AZ
86303

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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