AREAS OF EXPERTISE:
You worked hard and made the tough choice to save money. You have successfully retired but, like many retirees, want to make sure you can at least maintain your lifestyle. At Victrix Investment Advisors, we view this as a sacred duty to clients.
We don’t know what the future will bring – nobody does. But we can make educated decisions and have the experience to handle whatever life brings you. We will develop a financial plan for you based on your goals and needs through our financial planning software, MoneyGuidePro Advisor. Your financial plan is a living document that allows you to see if taking your dream around the world trip or making a substantial gift to your children is possible.
We cannot predict volatility but we can prepare you for it and are ready for the financial implications of up markets and down markets. We
are ready when you think the sky is falling and will help you take money from the smartest place. We will help with the financial implications of death and for living a long life.
We design personalized portfolios that seek to protect clients against many risks, not just ups and downs of the stock market. Other risks include inflation and spending too much money. We develop diversified portfolios that meet our clients’ unique needs and goals. This is achieved through both current income and appreciation.
We have successfully gotten retiree clients through market downturns, giving us the hard-earned experience you need. And yet we are young enough (45 & 43 respectively) to serve you for the rest of your life.
You retain complete access to your money when you need it, you can leave us anytime without penalty (though we hope you never do!), our fees are modest, and we meet with you in person, look you in the eye, and shake your hand.
At your request, we will work with you to do generational and/or legacy planning. You are our client, so your needs will always come first. We also offer trust services for those in need.