​​​​​​​​​​​​​​Live Well | Do Good
A 2021 survey demonstrates why Victory Independent Planning (VIP) is different.

Clients expect many things of their advisors:
➡️Most (92%) expected financial planning, tax planning (89%) and charitable planning (87%). 
➡️But only 59% of advisors are engaged in mapping client's total financial picture.
➡️Just 25% provide tax planning.
➡️ And only 6% help with charitable giving.

Check out our testimonials and you'll see the difference being a VIP makes.

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure. For additional information click here.
Want More Information?
​Pick a time from the calendar and let's chat.

​There is no obligation.


​Own An Annuity?

Download my Guide for Annuity Owners.

With rates up significantly over the last few years, it may be time to re-evaluate and "re-finance" those annuity benefits. 
​

​ ☑️ Pilots never fly without a checklist. Why? 
  • Because missing something can have enormous consequences. 
  • Doesn’t the same apply to your financial decisions? 
  • Download an example checklist by clicking on the photo to prepare for tax season. Which is now a year-round activity!

*By submitting this form you agree to receive marketing and promotional materials.

* indicates required
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.   Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC.  All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https:/ / adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.   The tax services and preparation conducted by Patrick Huey and Victory Independence Planning are considered outside business activities from Dynamic Wealth Advisors.  They are separate and apart from Mr. Huey's activities as an investment advisor representative of Dynamic Wealth Advisors. 

Patrick Huey is the author of three books:  "History Lessons for the Modern Investor", "The Seven Pillars of (Financial) Wisdom" and "The Gifts hat Keep on Giving: High Performance Philanthropy For Real People"; this is considered an outside business activity for Patrick Huey and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors.  The material contained in these books are the current opinions of the author, Patrick Huey but not necessarily those of Dynamic Wealth Advisors.   The opinions expressed in these books are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. They are intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in these books is no guarantee of future results.  As always please remember investing involves risk and possible loss of principal capital.

Victory Independent Planning, LLC. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Victory Independent Planning, LLC. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
​
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.