Saluting America’s 250th Birthday: Proudly Celebrating Our History
"The power under the Constitution will always be in the People." — George Washington
Invicta Financial Group is a veteran owned financial planning company that serves a select group of clients (families/businesses) who desire to achieve a higher quality of life by making smart choices about their money.
Invicta Financial Group Is Redefining Financial Advisory - With You at the Center
With over 15 years in the financial advisory industry, we’ve seen firsthand the challenges that plague the traditional model—namely, compensation structures that reward sales over service and foster mistrust between clients and advisers.
We knew there had to be a better way.
So we asked.
Over two years, we led in-depth focus groups with clients from all walks of life. What we discovered changed everything.
Clients consistently told us they care most about three things: health, relationships, and finances. Of these, only finances can be delegated. But only to someone they truly trust.
From this research, we learned that an effective adviser must offer more than investment or insurance guidance. A client’s financial portfolio should function like a finely tuned machine, including estate planning, tax strategy, mortgage planning, and more.
Lifestyle
We create financial strategies that helps you strike a balance between work and leisure.
Retirement
We build retirement planning strategies to accumulate the money you'll need to pursue the retirement activities you want.
Investment
Work with Financial Advisors that will design investment strategies to pursue your risk tolerance, time horizon, and goals.
Insurance
We make sure to offer well-structured insurance strategies that protect your loved ones from the financial consequences of unexpected events.
