​Selecting an Advisor: The Seven Pillars of (Financial) Wisdom
By Patrick Huey CFP®, CAP®
the_seven_pillars_rev_5_22_2018.pdf
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​VICTORY INDEPENDENT PLANNING, LLC
© COPYRIGHT 2016. ALL RIGHTS RESERVED.​

​ Investment advisory services offered through WealthSource Partners, LLC ("WealthSource®"), a registered investment adviser. Patrick Huey (CRD #5005878) is an Investment Adviser Representative of WealthSource® dba Victory Independent Planning.  Registration with the U.S. Securities and Exchange Commission does not imply any certain level of skill or training. The statements and opinions expressed by Victory Independent Planning are those of Patrick Huey and do not represent the views and/or opinions of WealthSource® or any other associated or affiliated person of WealthSource®. Furthermore, the statements and opinions expressed are for informational and educational purposes only and should not be construed as legal, tax, accounting or investment advice. All statements and opinions are current only as of the time made and are subject to change without notice.

This website is a publication of Victory Independent Planning. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 
 
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