Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

  • IRA's - Traditional and Roth
  • Qualified Retirement Plans - 401(k), SIMPLE IRA
  • Tax-efficient investing - reducing your tax liability and letting more of your money work for you
  • Retirement planning - designing an investment strategy to help you pursue all of your retirement goals
  • Annual portfolio review - reviewing your current holdings and helping you make any necessary changes or adjustments
  • Advance and Preserve Strategies - taking advantage of “advances” in market prices while “seeking to protect” gains from precipitous declines
  • Outside investment review - not only do we manage funds for you, but we can also review your outside investments as a free second-look
  • Wide Investment Range - Mutual funds, ETF's, Managed Accounts, Fixed Annuities, Variable Annuities

Years of experience have prepared us to guide you through your life transitions.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@valleywealth.net | (920) 966-9520