The next step is to see where your retirement assets are allocated and how they can be optimized. We will take a look at where your assets are and where you would like to be in retirement in the future.
We at Victor Gray Financial Services desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.
Let’s Work Together
Our Second Opinion Service (SOS) could help you achieve your financial plans and dreams with unstable markets, unfulfilled promises, and rising management fees, don’t give up, don’t be naïve, and don’t be led astray! Taking no action may be your biggest action of all.
Call us today at 513-984-5999 to schedule a complimentary consultation and we can discuss your future retirement goals and needs. You can also click the button below to schedule a meeting as well. We look forward to speaking with you soon.
Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Victor Gray Financial Services and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Victor Gray Financial Services offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Victor Gray Financial Services and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.
Victor Gray Financial Services does not offer legal or tax advice.