Victory Wealth Management

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:30 am - 4:30 pm

19 Years

in Business

(704) 857-4924Call Visit WebsiteVisit Website Map & DirectionsDirections603 N Main StChina Grove, NC 28023 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	8:30 am - 4:30 pm

Places Near China Grove with Investment Management

Landis (5 miles)
Lanis (5 miles)
Enochville (10 miles)
Faith (10 miles)
Kannapolis (10 miles)
Granite Quarry (12 miles)
Salisbry (14 miles)
Salisbury (14 miles)

More Info

Extra Phones

Phone: (704) 855-9426

Payment method

cash

Other Links

http://www.victorywmi.com

https://www.victorywmi.com/contact

Categories

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (704) 857-4924

Address: 603 N Main St, China Grove, NC 28023

Website: http://www.victorywmi.com

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Victory Wealth Management

Tax Planning
Charitable Giving
Often times, an individual will designate a charitable beneficiary in their will to benefit the organization after the individual dies. By using charitable gifting techniques, a donor may be able to benefit the charity while living without having to sacrifice the income that an asset can generate. Understanding how properly structured charitable gifts can provide current benefits for both the donor and the charity could be important for the charitably inclined.
Estate Taxes
Tax Services
Tax Deductions
Presently, the tax code offers incentives for gifting of one’s assets or incomes. Tax deductions are given for current contributions and, for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes.
Income Tax

Investment Management
We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Mutual Funds
Complete listing of all assets. These would include: cash savings, stocks, bonds, mutual funds, annuities, IRAs, art and collectables of significant value, automobiles, fair market value of real estate, fair market value of business interests etc.. Please include anything that you would expect to see on your net worth statement. Please list date acquired, at what cost and current/fair market value if known. Most recent statements are helpful.
Bonds
Wealth Management
At Victory Wealth Management we have a disciplined process, dedicated to providing the level of service you and your family deserve. Once we have established a basis for a mutually beneficial relationship and a desire to move forward, together we begin the planning process.

Accounting Services
Payroll Services

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
We have found that most people don't have the time, expertise, or interest to navigate their investments and the retirement planning process. We can help. We provide impartial, fact-based advice to guide you.
Annuities
Long Term Care
<span class="field field--name-title field--type-string field--label-hidden"><span > Seven Key Tips for Planning Elder Care </span></span> <span><span lang="" about="/user/65" typeof="schema:Person" property="schema:name" datatype="">AW Designers</span></span> <span>Fri, 10/20/2023 - 18:50</span>
Asset Management
Living Trusts
Copy of any current estate planning documents including: Wills, Living Trusts, POA’s (durable and medical), Trust agreements, etc.
Charitable Remainder Trusts
Charitable Lead Trusts
Also known as an Income Trust this vehicle transfers the income rights to the charitable organization. Generally, the income rights are assigned for a specified period of time after which the remainder passes to the donor.
College Funding

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