Maintaining good records is important to help meet your tax and legal obligations. Keeping things organized can not only help you satisfy these obligations, but it may save you time and money later. So, what should you do with all the forms, receipts, statement and other records once you have filed your taxes? Do you need to keep them, or can you shred them? And for how long?
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Your Victory Team
Victory Wealth Management offers a personal approach to financial planning and investing. We believe that solid wealth management is but one aspect to living a satisfying life and we work hard to help ensure that your financial future is one area you won't have to worry about.
With a combined 50+ years in the business, we know everyone's situation is unique. At Victory, we want you to experience the difference it makes to work with a knowledgeable advisor who listens first. We understand your feelings about money, your future goals and objectives, your tolerance for risk and your time frame before we do anything else. From there, we create a full financial plan tailored specifically suited to your needs.
Give us a call today to schedule your complimentary consultation. Or, if you just want a second opinion, we would love to see you!
Midge Suite-Arnold, MRFC, CRTP
President & Owner of Victory Wealth Management, Inc.
How We Help Our Clients
Your Financial Security is Our Business
The financial management process at Victory Wealth Management begins with an in-depth evaluation of your current financial situation. Everyone’s situation is unique!
No matter how complex the issue, we are equipped to provide customized, personalized and effective support to address our clients’ current financial situations and help them seek their future financial goals.
As independent advisors affiliated with FSC Securities Corporation, we can tap into resources from one of the largest broker-dealer networks in the nation. We understand Federal and State tax laws and help minimize “tax debt” when you retire.
When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life.
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.
What is a Living Trust?