When you think about your retirement, what are you most concerned about? What has your wheels spinning? If you have a business, what keeps it from running at its peak?
Vallin Financial Solutions helps put your worries to bed. We offer a wide suite of services which handle your most pressing concerns.
ASSET PROTECTION
Are you confident in the safety of your retirement plan? Protecting your assets can seem like a daunting task. Our goal is to find out your exact needs and only recommend the products and services necessary for you to accomplish them. We analyze your goals for both business and retirement and determine what strategies can achieve the balance you’re looking for.
Risk Management
Market ups and downs can leave your head spinning – and your principal funds dwindling. To keep sudden downturns from hurting your bottom line, we collaborate to find what it is you’d like out of your portfolio. Once we understand your needs, we tailor it to bring optimal returns and results to your retirement.
Tax Mitigation
Taxes are a major concern prior to and during retirement. It’s not about how much you make – it’s about how much you keep. While the system can appear confusing and overwhelming at first, we can help you better understand your unique situation and get a grip on the best strategies for you, potentially reducing your taxes by 20 to 30 percent.
Estate Planning
You’ve got your entire financial picture in mind. How do you best preserve it? A solid estate plan keeps your affairs in order and ensures they stay that way for the long term.
That includes estate taxes, too. We make sure your estate accounts for its possible taxes, preparing for and possibly minimizing your tax burden.
Need a will or living trust? Vallin Financial Solutions partners with outside companies to craft and prepare yours.
Succession Planning
Who’s taking over the business when you’re gone? Whether it’s up to the second-in-command or staying in the family, it’s best to get your plan on paper. We can assist in creating a clear succession plan that prevents business disruption and lays out a concrete path forward for the company.
Retirement Planning
Ready to reap the rewards of your years in the workforce? We can help build your ideal retirement plan and address the goals you want to set for your future – and make sure those funds stay with you throughout.
Women in Retirement
Being raised in an environment that has always supported women, I have never felt less for being a woman. I’ve never felt held back or looked down on. I want to help other women feel the same way and help them build their confidence. That’s why Vallin Financial Solutions is proud to serve women at or nearing retirement.
Understanding and controlling your finances can bring about the confidence that you can not only make it but thrive.
Have Any Questions?
Schedule an appointment today to receive a financial assessment from Vallin Financial Solutions.
"*" indicates required fields
