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Products and Services

At Victory Investment Strategies, we provide assistance in the following areas:

Investment Services & Investment Planning

  • Strategic Asset
  • Management Accounts
  • Brokerage Accounts
  • IRA Rollover Accounts
  • SEP & Simple IRAs
  • Portfolio Management
  • Asset Allocation
  • Diversification Analysis
  • Risk Assessment
  • Stocks
  • Mutual Funds
  • Government Securities
  • Corporate Bonds
  • Municipal Bonds
  • Variable Annuities

Financial Planning

  • Retirement Planning Services
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Business Continuation Planning
  • Money Management

Estate Planning & Elder Law Issues

  • Will Planning
  • Estate Tax Planning
  • Intergenerational Wealth Transfers
  • Charitable Giving
  • Medicare & Medicaid Planning
  • Long-Term-Care Planning

Retirement Plans & College Savings Plans

  • IRA Rollovers
  • Traditional IRAs
  • Roth IRAs
  • Simple & SEP IRAs
  • Executive Compensation Plans
  • 529 College Savings Plans
  • Defined-Contribution Plans

If you would like to know more about our Products & Services, please contact us