Welcome to VALOR
“I created VALOR with the vision of purpose, to secure, protect and create a financial future as customized as you and your life is unique.”
IT'S YOUR TIME. YOUR MONEY. YOUR FUTURE
We Provide The Guidance To Protect Your Future
James Regan
Principal / Financial Advisor
James Regan
James is the owner of VALOR and is also a Financial Advisor to the stars.
Tina Machado
COO / Chief Strategist /
Senior Marketing
Tina Machado
Tina is a seasoned executive with a robust business development background, bringing a wealth of expertise to the table.
Jim Creech
CTO / Web Engineer / Senior Marketing
Jim Creech
Jim writes code and has an extensive collection of 3.5" floppy disks. He also believes Calvin & Hobbes is an autobiography of his life.
Natascha Anderson
Investor Relations Specialist / Operations Coordinator
Natascha Anderson
Keep your arms and legs in the cabin for a smooth ride. VALOR is ready for liftoff!
Nina Abro
Exec. Assistant / Compliance Officer
Nina Abro
Here to back up the boss and organize all documents for the stars.
Merian Dalou
Medicare Partner
Merian Dalou
Everything you need to know about Medicare in the simplest form.
Lexi Placourakis
Social Media
Lexi Placourakis
I do all things social and make everyone look awesome.
Our Approach
Build your wealth. Protect your life’s work and savings. Plan your life’s goals, dreams and retirement.
Working with VALOR we achieve putting your plan in place, one that you will be confident with, by sharing with you the options available to you and your needs and wants. VALOR works with you on stealth-building strategies that focus on what’s important to you, your needs and your plans for your family, minimizing the tax burden not only for those inheriting your wealth, but for your retirement distribution plan. Accomplishing your goals is easier with a map—one to guide you through the milestones that matter to you. Whether you’re looking to build your wealth, enjoy your future retirement or create a lasting legacy, we’ll develop a customized plan to help you reach your destination. VALOR is committed to providing dedicated, customized and ongoing trust through our administration that upholds your wishes for the future.
4 Steps:
- 1st Step: Listen and Learn. First meeting, introduction.
- 2nd Step: Discussion of Proposed Plan. We will discuss and analyze your present situation in real time. Whether you have a plan in place or are here to start your future financial plan, James will discuss your situation with you, then he will get to work on presenting you with solutions which will fit your wants and needs, based on your present situation.
- 3rd Step: Execution of Your Plan. Discussion of Proposed Plan. At this 2nd meeting James will be able to provide you with the options that are best for you. He will be able to show you where the plan will lead and exactly what is needed to execute your future plan. If you are interested in moving forward, he then begins the process of putting your plan into action. Once he has gathered the plan for your approval, we will then have our 3rd meeting. We will then go over everything and answer any question you may have and there are never too many questions you can ask. If you are comfortable and ready to move forward James will proceed, putting your plan into action.
- 4th and Final Step: Evaluate, Manage and adjust if needed.
“A RELATIONSHIP THAT GOES BEYOND ADVISEMENT”
The Valor Philosophy
VALOR specializes in providing strategies and guidance for those seeking the lifestyle in retirement they’ve always imagined. Each VALOR plan is individually created, with objectives, risks, and the ever changing economic atmosphere. Understanding there is no one product or template to preserve and protect your financial future, your needs and reasons are uniquely different. This is where VALOR stands out. Maintaining the one on one relationship from the beginning of when we have our first meeting and throughout your lifetime establishing a “Relationship That Goes Beyond Advisement”.
Arriving at a comprehensive understanding of your past, present and wanted future is crucial in creating and customizing your individual plan. Through the years life can derail one’s plan and that is where VALOR will go back to the drawing board to readjust your plan to suit your life changes.
VALOR has assisted individuals, couples and families of all economic levels, from young aspiring professionals to close to retirement families who are empty nesters. There is no perfect time to begin your retirement plan, however, as we all know the sooner one commits to their future the closer you will get to your retirement goals. Achieving your financial and long-term plan should work for your present as well as the larger picture, your retirement.
Some may be intimidated by where to begin, that is normal. At VALOR starting the conversation to help you 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. We maintain the respect of protecting your lifetime commitment to yourself and family, it all begins and ends with trust and integrity.
Client Advocacy
Choosing the right advisor for your future financial stability and lifestyle, is of course not only a difficult and tedious endeavor, but it is the first and most difficult component of this so important and serious process of solidifying your financial future.
Many times, you will find that you may have grown past, or feel the lack of one-on-one advisement and lack of ongoing education from your current advisor. You should feel your advisor’s expertise throughout the relationship, it’s your advisors’ job to be informed of the ever-changing climate in our economic world. Part of VALOR’S forum is to help educate you with what you should expect, demand, and simply feel with your advisor.
At VALOR we want to become the source of answers to your questions, for our clients and even those who are not. The importance of knowledge is paramount for the advisor and the client to achieve success and a harmonious working relationship.
If you hold doubt, too many unanswered questions or you find yourself worried or confused, VALOR is here to listen and look at your plan to provide advice as well as allow you the knowledge to move forward with the confidence you deserve.
Contact me to open a dialog and discuss your concerns. VALOR extends and waives our 1-hour consultation fee of $1,500 to visitors of our site, family and friend referrals and seminar attendees for a limited time once we have been contacted. Once you have met with James, he then will produce viable options for you to consider OR you may hear the very reassuring statement of your plan looks good and fits your wants today
and tomorrow.
VALOR’s advocacy is to EDUCATE people within the financial industry, to GROW in knowledge and confidence of your future and to PROTECT what you have dedicated years of hard work and planning throughout your life. There is no obligation at all, let us help identify your present, plan your future, and address your concerns and questions.
Contact me, Tina Machado, directly to arrange your 1-hour meeting with no obligation. Knowledge is the most powerful tool to your financial success.
