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.
Our dedication to providing exceptional service to our clients is evident in our extensive research and understanding of what truly matters to clients.
We have been in the financial advisory industry for over fifteen years and have seen the dysfunction that plagues the industry for far too long.
We recognized that the traditional structure of the industry, which primarily compensates advisers through sales and commissions, has led to conflicts of interest and a lack of trust between the clients and their advisers.
To better understand what clients truly want from their adviser, we conducted a two-year-long focus group with clients from varying economic backgrounds.
Through this focus group, we learned three distinct lessons:
The three primary areas of life that matter most to clients are health, relationships, and finances. Of these three areas, only finances can be delegated.
In summary, we learned that clients want a Chief Financial Officer (CFO) to guide them in nearly every aspect of their portfolio. Our retention rate is above 98% after fifteen years, proves that our approach works. We are committed to providing clients with the best financial advice and services possible, making us the trusted adviser that clients deserve.
Barry D. Todd, CEO
Accomplishing your families goals for the reasons that are important to you.
Learn How You & Your Employees Can Save For A Secure Future
Accomplish your financial goals for the reasons that are important to you.
We create financial strategies that helps you strike a balance between work and leisure.
We build retirement planning strategies to accumulate the money you'll need to pursue the retirement activities you want.
Work with Financial Advisors that will design investment strategies to pursue your risk tolerance, time horizon, and goals.
We make sure to offer well-structured insurance strategies that protect your loved ones from the financial consequences of unexpected events.
Reach out to us, and we can prepare a strategy for you.