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.

Socktober is here! 🧦From September through the end of October, we’re collecting new socks to support our local homeless ...
09/01/2026

Socktober is here! 🧦
From September through the end of October, we’re collecting new socks to support our local homeless shelters. Help us kick off another great year of giving back to our community!

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.

08/31/2026

Sometimes the best financial advice isn’t about finding the perfect investment. It’s about giving yourself permission to learn as you go.

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.

Live your victory!****************************Victory Wealth Services, LLC is a State of Arizona Registered Investment A...
08/29/2026

Live your victory!

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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.

Full disclosures: https://victorywealth.com/social-media-disclosure/

08/24/2026

Your future self can’t make today’s financial decisions. But they’ll live with the results.

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.

08/19/2026

Liquidity refers to how easily an asset can be accessed or converted into cash. Different assets offer different levels of flexibility.

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.

Thank you to everyone who joined us this morning at Touchmark for our Estate Planning educational. We appreciate the gre...
08/18/2026

Thank you to everyone who joined us this morning at Touchmark for our Estate Planning educational. We appreciate the great turnout and thoughtful conversations around such an important topic!

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.

So close…Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational ...
08/17/2026

So close…

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.

08/17/2026

Financial confidence is often built through simple habits, not complicated strategies. What’s one habit you’ll start this week?

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.

Soon…Victory Wealth Services, LLC is a State of Arizona Registered Investment Adviser. Content is for informational purp...
08/16/2026

Soon…

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.

08/14/2026

Oil. Inflation. Interest rates.
Here’s what moved markets this week and what we’re watching next.


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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