Plan
Your Life
Everyone needs a plan, and we know where to start! We create strategies to secure your future and your legacy so that you can live confidently now and in retirement.
OUR MISSION
We Provide More than Planning
We strive to take a personal look at your goals. Wherever your destination may be, we take the co-pilot seat to help navigate complex systems or sudden changes.
Portfolio Construction
Business Owner Wealth Transfer
Integration of Estate Plans, Wills & Trusts
Life & Medicare Insurance
Long-Term Care
Tax Planning
Retirement 401k's & IRA's
Legacy Goals
Wealth Management
Portfolio Construction
Business Owner Wealth Transfer
Integration of Estate Plans, Wills & Trusts
Life & Medicare Insurance
Long-Term Care
Tax Planning
Retirement 401k's & IRA's
Legacy Goals
Wealth Management
Portfolio Construction
Business Owner Wealth Transfer
Integration of Estate Plans, Wills & Trusts
Life & Medicare Insurance
Long-Term Care
Tax Planning
Retirement 401k's & IRA's
Legacy Goals
Wealth Management
Portfolio Construction
Business Owner Wealth Transfer
Integration of Estate Plans, Wills & Trusts
Life & Medicare Insurance
Long-Term Care
Tax Planning
Retirement 401k's & IRA's
Legacy Goals
Wealth Management
What Makes Valor Different?
An approach that brings planning back to a simpler, more thoughtful dialogue.
Plan
Build
Your WealthOur individually crafted plans address your needs and align all your financial efforts to produce optimal results.
Protect
Your FutureValor is an independent wealth management firm dedicated to helping you achieve your dreams and protect your wealth.
MEET THE TEAM
Who is Valor?
Meet your copilots on your financial journey.
leadership
James Regan
AIF®, RICP®, NSSA®
Principle | Financial Advisor | Founder
Merian Dalou
Director of Operations | Insurance & Medicare Advisor
Krystie Burgess
Financial Advisor | Educational Planning Specialist
Weston DuHamel
Director of Technology | Marketing
Michael Smith
Business Strategy & Alignment
Lauren Sustaita
Executive Assistant
Who We Work With
STRATEGIC 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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BNI (Business Network International)
Founded by Dr. Ivan Misner in 1985, BNI® is now the world’s largest networking organization with 40 years of continuous growth. Over the years, hundreds of thousands of Members have unlocked exponential business growth through BNI and the power of referral marketing.
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Brookstone Capital Management
Our advisors are fiduciary financial & retirement planning professionals who are passionate about helping their clients. By leveraging our turnkey asset management platform we’ve helped financial advisors across the country grow their business and better serve their clients. Founded in 2006.
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Capital Client Group, Inc
Since 1931, Capital Group has been dedicated to improving people’s lives through successful investing. Our commitment to that mission has fostered lasting relationships with investors and financial intermediaries built on trust, integrity, excellent service and investment results.
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Catapult Accounting
At Catapult Accounting, we are dedicated to providing high-quality accounting services tailored to meet the unique needs of each business we serve. We pride ourselves on clear communication, personalized support, and a client-focused approach that ensures your financial goals are always prioritized. Our team follows strict quality control procedures to deliver accurate, reliable, and compliant financial reporting, giving you the confidence to focus on growing your business.
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Charles Schwab
The world of investing is vast and nuanced, so we help you get your brain around it all with thousands of curated, easy-to-search articles on everything from today’s market and tomorrow’s forecasts to investing and tax strategies.
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Howard Capital Management, Inc.
Howard Capital Management, Inc. (HCM) is a SEC-Registered Investment Advisory Firm founded by Vance Howard, which offers professional money management services to private clients, financial advisors, and registered investment advisors through a suite of separately managed accounts, retirement tools, self-directed brokerage accounts, proprietary mutual funds and ETFs.
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North American Company
At North American, we know you want to be a smart planner when it comes to your financial future. In order to do that, you need tools and guidance you can trust.
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Optimus Life Designs
Each of our solutions applies a different numeric formula using the case design logic system. Whether the client needs maximum death benefit, maximum retirement cash flow, more efficient sale of their business, or a better result from their qualified retirement plan, we have a plan that has been optimized and tested by running hundreds of thousands of illustrations unique to each solution to deliver the optimum design.
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Retirement Income Certified Professional®
The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.
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SMS (Senior Market Sales)
Insurance agents and financial services professionals today are facing more challenges than ever. SMS is here to help make your life easier, with technology solutions, marketing support and dependable customer service you can rely on.
Your Time. Your Money. Your Legacy.
Contact us today to discuss your concerns! For a limited time, Valor Legacy Wealth is waiving our $1,500 consultation fee for site visitors, family and friend referrals, and seminar attendees. After our conversation, we’ll offer tailored options or reassure you that your current plan aligns with your goals for today and tomorrow. Don’t miss this chance to strengthen your financial strategy!
