Investment Management Services |
Through Valley National Advisors, Inc., a Registered Investment Advisor (RIA), we have the ability to customize portfolios tailored specifically to our clients’ financial goals. These portfolios are systematically reviewed with each client to make sure their investment objectives are on track. |
Retirement Planning
Services |
Use proprietary software to project client's income and expenses in their retirement years. This powerful tool can be used to evaluate an number of “what if” scenarios and guide decisions concerning investments, debt, IRA distributions, retirement plans and many other calculations. |
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Counsel clients and/or their children in those areas facing today’s senior citizens. Issues of health care, estate plans, tax planning, gifting, long term care, and many more are evaluated and plans created. |
Tax Return Preparation and Planning Services |
Provide clients with returns that are accurate, timely, and reasonably priced. CPAs and Enrolled Agents (EAs) are available for cases large and small. All tax preparers are well trained and up to date on current tax law. |
Estate Planning Services |
Offer a complete review of estates large and small to prevent problems, minimize expenses, reduce taxes, and provide peace of mind. |
Education Planning Services |
Review funding needs and recommend strategies to best meet those needs. |
Business Planning Services |
Include creation of business plan creation, business optimization strategies, and business continuation plans, designed and funded. |
Insurance Planning Services |
Help protect families from financial hardship in the event of breadwinner's untimely death, disability or catastrophic illness with Insurance Planning. Also provide funds to help pay for estate taxes that can equal 55% of a client's estate. Competitively shop the insurance marketplace to find policies especially designed for each client, review their current insurance portfolio and make recommendations. |
