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My vision for my practice is to assist families and business owners in achieving financial freedom and instilling confidence during economic uncertainty. I am committed to upholding the highest ethical standards, posing insightful questions, being an attentive listener, and fulfilling my promises. I provide comprehensive guidance for both the logical and emotional aspects of financial planning. My primary objective is to comprehend your aspirations and assist you in capitalizing on your unique goals.
My core values can be expressed in the acronym WEALTH (in reference to Psalm 112:1-3):
W: Wealth - Wealth extends beyond material gain, rather inner fulfillment.
E: Excellence - The standard I strive to accomplish for each client.
A: Altruism - The commitment to achieving the best interests of my clients.
L: Legacy - The impact that every plan will have on generations to come.
T: Thrift - Thrift ensures that your budget is intentional and strategic.
H: Humility - The fundamental principle that I strive to embody as a lifelong student.
These core values are an integral part to my mission, which is to serve God by empowering others with the knowledge and tools necessary for financial security. To help bridge the racial wealth gap by targeting and offering black and brown professionals my expertise.
I look forward to meeting you!
Victoria Ruth Mayes
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Estate Planning
Tax-Efficient Strategies
Investment Planning & Strategies
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4