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At Valor Legacy Wealth, our advisors specialize in Retirement planning, Divorce consultation, Medicare, Life Insurance strategies and building a lasting relationship with our clients. In coordination with Brookstone Capital Management our Valor clients have access to advanced investing opportunities and strategies. At VALOR, we are here to not only assist but provide long-term support to our clients as they navigate each chapter of their lives. A relationship that goes beyond advisement!
Our first meeting is all about introductions and understanding you. James takes the time to learn about your financial situation, goals, and concerns. This conversation lays the foundation for building a personalized financial plan that reflects your needs and aspirations.
Review and Discuss Your Plan
In the second step, we analyze your current financial situation and evaluate any existing plans you may have. Whether you’re starting from scratch or refining a strategy, James works with you to explore options tailored to your goals. Together, you’ll discuss potential solutions and set the stage for creating a roadmap designed to meet your specific needs.
Build and Execute Your Plan
During the second meeting, James presents a detailed plan with clear steps to help you achieve your financial objectives. He explains where the plan leads, what actions are required, and answers all your questions. Once you approve, James takes action to implement the plan. A follow-up meeting ensures every detail is reviewed, and any final adjustments are made before moving forward.
Ongoing Evaluation and Adjustments
Financial plans aren’t static. James provides continuous support to evaluate, manage, and adjust your plan as needed. Life changes, and your financial strategy should adapt to ensure you stay on track toward your goals.
At VALOR
We Tailor Our Advise to You
It's your time and your money. Build Your Legacy.
Transparency
Our fiduciary advisors prioritize your investment goals above all else.
James Regan, a former Air National Guard member, founder of VALOR Legacy Wealth, and financial advisor, is dedicated to educating and empowering clients in financial planning.
He served three deployments in support of Operations Enduring Freedom and Iraqi Freedom, earning the Air Force Achievement Medal.
With a background in marketing and finance, Regan holds multiple certifications, including AIF®, RICP®, and Series 65. He specializes in retirement income planning and tax reduction.
As member of Ed Slott’s Elite IRA Advisor Group, James stays informed on tax and legislative changes to better serve his clients and their financial goals.
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testimonials
We've assisted cleints from all backgrounds. Regardless your current situation, we adapt and stategize around your life. You not working with just an advisor, you're working with a dedicated partner.
who We Worked With
Our partners
At Valor our partners help achieve your financial goals. Offering strageties and a variety of options to tailor your goals.
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lets talk
the converstation starts with you
At VALOR starting the conversation to help understand the different paths one could take is a start.
Never the pressure of committing, instead, forming a trusted relationship for the future is important to VALOR.
Retirement: Management | Planning
Short Term | Long Term Care
Investment & Risk Management
Life Insurance | Life Insurance Strategies
Contact us
up coming events
Select an event below to sign up and RSVP a spot on our next scheduled event.
Fireside at Norterra [Great Room] 28185 N. Melvern Trail Phoenix, AZ 85085
Date: February 1, 2025
9:00 am -
11:00 am
FREE
Take a step toward your financial goals by joining us for an exclusive Retirement Wealth Academy workshop. This is your chance to gain insight, ask questions, and connect with us in a personal setting.
Join us for our first Client Appreciation Event of 2025! This exclusive gathering offers actionable insights from Valor and Brookstone Capital Management on retirement planning, navigating market shifts, and achieving your financial goals. Seating is limited, so RSVP soon and let us know if you’ll bring a guest. We look forward to seeing you and continuing to help you Plan Your Life, Build Your Wealth, and Protect Your Legacy.
