Tax Experts in Retirement Planning
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.