Financial
The Highest Compliment We Can Pay is to Listen to Our Clients
Invicta Financial Group serves a select group of clients who desire to achieve a higher quality of life by making smart choices about their money. After years of listening through client Focus Groups, we have discovered three things that our clients want:
The first is a high trust relationship with a financial adviser to whom they can delegate their financial affairs and be free to enjoy a higher quality of life;
The second is for their adviser to hear what is important to them, to quantify their goals in terms of time and money, to assess their current financial reality, and to produce a comprehensive action plan that gives them the highest probability to achieve their goals;
Finally, our clients want to know they can count on us for dependable service. They want to know they are valued, and that their trust is earned. They want a regular review process that lets them know how they are progressing toward their goals. They want directions if adjustments are needed along the way.