retirement planning
Tax experts in
VALOR assess the financial needs of individuals, couples, and families producing avenues for consideration. Providing guidance for the very important decisions needing to be made for your retirement future and your wealth legacy. Helping with short-term and long-term goals, not limited to education, savings for retirement through investments and products which will produce their future hope for monetary support once retired.
One of the most valuable tools VALOR provides through their rigorous on going training, is the tax expertise provided by James Regan. Only 7% of advisors all over the country are certified as a tax expert and the infusion of taxes within your plan, to better equip your plan in the PROTECTION of taxes effecting your retirement distribution. The tax world is very similar to the wealth, ever changing and unpredictable.
VALOR is here
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.