Victory Financial Planning is a Financial Planning Firm steeped in experience and education. As a Registered Investment Advisor, Victory Financial Planning is held to the highest standard in the industry, the Fiduciary Standard. Doing what is in the best interest of our clients is, and always has been paramount.
We insist on 100% transparency and there is no ambiguity in our recommendations. We leave the jargon and the suits for the big boys. As an Independent Financial Planner and Fiduciary, Mary Garlock is a registered and licensed professional with over 22 years of experience. Mary has an unwavering commitment to objectively analyze your situation and creates a plan designed to help meet your goals.
We insist on 100% transparency and there is no ambiguity in our recommendations. We leave the jargon and the suits for the big boys. As an Independent Financial Planner and Fiduciary, Mary Garlock is a registered and licensed professional with over 22 years of experience. Mary has an unwavering commitment to objectively analyze your situation and creates a plan designed to help meet your goals.
Services
Establish - we want to know a little about you and be sure we have the basis for a mutually beneficial long-term relationship. Relationships are everything! Implement - after presenting our recommendations to you, making any needed adjustments and making sure you are comfortable your plan is implemented.
We know life is busy and taking time out of your schedule can be a challenge. We want to make the most of our time together. Gathering documents and login information for your online accounts goes a long way towards making us more efficient during our meeting. The completed profile and collected items can be emailed to Mackenzie@VictoryFinancialPlanning.com or faxed to (503) 893-3058.
How do you get paid? It depends. Most accounts are fee based or managed accounts. Because we have clients that ask for certain products such as annuities we also offer commission-based products. I believe in full disclosure when it comes to fees. You will know what you are paying and how. No smoke and mirrors here!
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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