James N. Hait
Victory Wealth Management, Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 2004
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Real Estate
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about James N. Hait:
We provide full-on comprehensive financial planning. That means that I hold a team of best-in-class subject matter experts accountable to make sure you receive the best advice to get your entire financial house in order and keep it that way... forever.
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Not specified
Education:
Not specified
Will provide references upon request?
Yes
Further information about Victory Wealth Management, Inc.:
(Size of firm: 0-9 advisors)
We founded our comprehensive financial services firm about five years ago to help affluent clients and their families totally and completely get their "financial house in order", and keep it there, so they can create the greatest probability they accomplish their goals and make smart choices about their money along the way.
Contact Information for James N. Hait
Phone: (928) 636-1717
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Fax: (928) 636-7444
Address for James N. Hait:
1598 Susan A. Williams Way
Suite H
Chino Valley, AZ, 86323
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