(503) 558-3102

How to prepare for your first planning meeting

We know life is busy and taking time out of your schedule can be a challenge. We want to make the most of our time together. Gathering documents and login information for your online accounts goes a long way towards making us more efficient during our meeting.

Click here to download a list of items to gather.

Click here to complete your profile worksheet.

Click here for Beneficiary Designation Worksheet.

Don’t worry if you can’t find everything or if some items don’t apply to you. Just Gather what seems relevant to our meeting.

PLAN WELL. LIVE FULLY.

Smarter decisions. Greater possibilities.

WELCOME TO OUR FAMILY

We help YOU find CLARITY in complexity

We build BULLETPROOF futures. What will yours look like?

Location

13535 SW 72nd Ave
Suite 165
Tigard, OR. 97223

Contact

Phone: (503) 558-3102
Fax: (503) 893-3058

Links

www.victoryfinancialplanning.com
Mary@victoryfinancialplanning.com

Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Victory Financial Planning are not affiliated companies. Investments through PKS or RIA are: NOT FDIC INSURED – NOT BANK GUARANTEED – MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL – NOT INSURED BY ANY STATE OR FEDERAL AGENCY. These materials have been independently produced by Victory Financial Planning. Victory Financial Planning is independent of and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Planning provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction. There are no warranties implied.

Victory Financial Planning is a registered investment adviser located in Lake Oswego, OR. Victory Financial Planning may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Victory Financial Planning’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Victory Financial Planning’s website on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication byVictory Financial Planning with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Victory Financial Planning, please contact the state securities regulators for those states in which Victory Financial Planning maintains a registration filing. A copy of Victory Financial Planning’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Victory Financial Planning upon written request. Victory Financial Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Victory Financial Planning’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through PKSF, and individually licensed and appointed insurance agents.

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