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Helping you potentially reduce financial risk & generate a retirement income stream.
Many individuals, families and business owners wonder if they are doing all they can to protect their future. They may wonder if they have saved enough for retirement, if they are paying too much in taxes, and what will happen to those left behind if the unexpected happens. The antidote to wondering about life’s “what ifs” is being proactive and seeking answers and exploring possible strategies. At Valor Financial Specialists, we can help clients understand the options for their unique life situation.
For more than 16 years, we have been helping our clients find strategies to help reach their financial and retirement goals. There are several components to creating a confident future and one important area is risk mitigation. Through our services, we can help you reduce financial risk and generate a retirement income stream through insurance strategies. Let’s start finding answers for you today. Your future awaits!
At Valor Financial Specialists, we employ a five-step process. It all starts with a conversation so we can get to know you, your life story, your current needs and wants for the future. Only after we get to know you do we propose strategies and recommendations to help enhance your situation. After our initial work is done, we will continue to work together as life unfolds and needs change.
We get to know you and understand your needs and wants.
We review what you have in place and where the gaps are.
We suggest additional strategies to protect your future.
We complete the paperwork and put the selected strategies in place.
We conduct periodic reviews to make sure your needs are addressed.
Our suite of services is designed to work holistically together to cover your needs. We only recommend services that fit your situation, as no two clients are the same. Some may need a retirement income stream they can’t outlive, while others might want to make sure they have additional health care in place or assets to leave their family should the unexpected happen. Taxes can be a large expenditure for many Americans, so it’s common for clients to wonder if there are strategies to help potentially reduce their tax burden. After getting to know you, we may offer the following services based on your needs.
Download your complimentary Bear Market Survival Guide to learn how to protect your retirement plan from market volatility.
Interested in learning more about how we can help navigate the journey toward your retirement dreams? Contact us to schedule a complimentary, no-obligation consultation.
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Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
ARE-13349 | 22506 – 2022/12/27