Rates are rising, markets are uncertain. 
​Now is the time for an independent review of your
​401k, 403b or other employer retirement plan!

If you have investable accounts worth more than $500,000  now is the time to review it and make sure your financial plan is ready for whatever comes next. Sign up below to receive your complementary review package from Victory Independent Planning.

Get the Employer Plan Review Kit Today!

This complimentary kit includes:

​VIPs Employer Benefits Review Checklist

This checklist covers the key issues to consider when you must make decisions surrounding your employer-provided benefits including:
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Employer-sponsored retirement plans
Medical insurance, life insurance, and disability insurance
Coordinating employer benefits with savings, fund-sourcing, and tax planning needs
Impact on their overall financial plan

History Lessons for the Retirement Investor

I wrote the book History Lessons for the Modern Investor to help combat the common biases and blind spots all investors have.  Now, I've compiled the four most crucial concepts to bring clarity and confidence to your retirement plan. ​Warning: Without mastering these four lessons, you may be living in the past instead of protecting your future. 

VIPs Investment Review Checklist

Whether you are a novice or experienced investors, it is critical to review investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your strategy, ensuring alignment with your financial goals.  




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Dormant Account Rollovers Flowchart

Do you have an olde employer's account? The decision to roll funds out of a former employer’s plan involves more factors than just fees and investment selection.  Some of the most common issues that should be considered before doing a rollover, include:

Common IRA and 401(k) features and differences
Net Unrealized Appreciation options
Age-based distribution options
Taxes and penalties in an IRA versus a 401(k)
Availability/existence of loans and the impact of a rollover
Hardship Withdrawals
Substantially Equal Periodic Payments

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Get the kit and a more! Schedule a personal review of your options with-


​Patrick Huey, CFP®, CAP®, ATP  

Patrick is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He is the author of History Lessons for the Modern Investor and The Seven Pillars of (Investment) Wisdom. Rates are rising, markets are uncertain. Its time for an independent personalized review of your investments!

Schedule Now