Thinking about Retirement?
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Thinking about Retirement?
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James Hait, Founder & Financial Advisor
Victory Wealth Services
For nearly 25 years, James Hait has been a steady guide for families preparing for retirement. As founder of Victory Wealth Services, he created The Victory Plan, a holistic approach that brings together income, investments, taxes, healthcare, and legacy planning into one clear strategy.
Like a conductor leading an orchestra, James brings together a network of trusted professionals including financial, tax, legal, and healthcare experts so that every part of a client’s retirement strategy works in harmony. While each specialist plays their own role, James ensures the planning process stays coordinated, giving clients confidence that their financial lives are aligned and moving to the same rhythm.
James believes retirement planning is about more than numbers; it is about trust. His clients know they have an experienced partner who listens, understands their values, and helps them navigate an ever-changing financial world with confidence. Through continuous education and active involvement in professional circles, James stays ahead of industry shifts so the people he serves can focus on living the life they have worked hard to build.
Victory Wealth Services, LLC., is a state of Arizona Registered Investment Advisor. Annuities and insurance products are provided by various insurance companies and offered through Victory Insurance and Financial Services, LLC., a licensed insurance agency. Both companies use the trade name “Victory Wealth Services” but are unrelated entities.
Information presented is for educational purposes only and 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 and, unless otherwise stated, are not guaranteed. Victory Wealth Services, its affiliated companies, and their representatives and employees do not give legal or tax advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. The term ‘Victory’ reflects a values-based approach to financial decision-making. Outcomes are not guaranteed.
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