$191MM AUM | $4MM Rev in
Yuma, AZ

Invicta Financial Group serves a select group of clients (families/businesses) who desire to achieve a higher quality of life by making smart choices about their money.

We believe the highest compliment we can pay our clients is to listen. After more than 10 years of working with our clients, we have discovered 3 things that help us bring the highest level of service to our clients:

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.
In summary, we serve a select community of clients who want to delegate their financial affairs to a trusted adviser. We receive great satisfaction in seeing our clients lifted from the cares of money and released to pursue the things in life that really matter to them... their spiritual development, health, family relationships, friendships, vacations, personal growth, professional development, or retirement.

If this resonates with you and you are seeking a higher quality of life, Invicta Financial Group is ready to serve you. Just give us a call, ___-___-____.