Victory Lane Wealth Solutions has created two distinct service levels. Our core offering was tailored for small- to mid-sized business owners and C-Level executives and is our Consultative Wealth Management offering. As a result of our affiliation with TRG Motorsports and champion driver Bobby Labonte for the last two races of the 2009 season, we are making our expertise available to those that don’t fit our primary sponsor profile by offering our driver development program.

Champion Driver

This service model embraces a complete wealth management experience, which focuses on our clients' five main areas of concern:

• Investment Consulting
  Protecting and growing investment nest eggs
• Wealth Enhancement
  Integrating creative tax strategies into the planning process
• Wealth Transfer
  Ensuring the smooth and efficient transfer of wealth to future generations and charities
• Wealth Protection
  Allowing clients to enjoy their financial resources while insulating their wealth from catastrophic loss
• Charitable Giving
  Improving the lives of others while maximizing the benefits of philanthropic activities

Victory Lane Wealth Solutions delivers the wealth management experience by working with an exclusive team of experts who specialize in their respective areas of proficiency. Our firm coordinates and manages the entire planning process, ensuring that all pertinent financial issues are both integrated with the comprehensive plan and addressed to completion in a timely fashion.

Driver Development Program

This program integrates all of the above planning but is delivered in a more automated fashion. The primary focus is on investment consulting, during which we assist clients in building portfolios based on each individual’s risk and reward tolerances. Portfolios are built using the same philosophy employed for our most sophisticated clients and, in many cases, using investments that are not available to retail investors. The remaining four areas of concern are addressed only upon request and delivered electronically to the client. Advice will be given using our exclusive team’s opinion, but without the face-to-face delivery experienced in the champion driver program.