Helping you plan a bright future!
Helping you plan a bright future!
We strive to provide individuals the education, support, and tools needed to move forward with important financial life decisions deliberately and with confidence!
Our team is focused on collaborating with individuals looking to strike a delicate balance of enjoying retirement without worrying about running out of money. We utilize integrated planning strategies to understand the goals of our clients, establish a benchmark assessment of their current progress and then work together to provide strategies to help meet those distribution goals.
We are believers that the most well thought out plan is only as strong as its foundation and will work to help our clients assess and implement preservation strategies to help insulate these plans when appropriate and cost effective.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
While Retirement Planning can be started at any age, it becomes critical for those approaching retirement within 10 years. Our 360 consultative approach has offered many pre-retirees and newly retired individuals the support they need to tackle retirement decisions effectively with confidence.
As an independent financial advisor we have an array of tools in our toolkit! We will help you to find an appropriate cost effective blend of Annuities, Mutual Funds, Model Portfolios, and/or Managed Brokerage Accounts to meet your needs.
Even the most well-crafted financial plan can be rocked by unforeseen events in our lives. As such, we are strongly versed in the effective use of life insurance, paycheck insurance and extended care insurance as part of a solid financial plan. We provide needs evaluations, education and options for our clients to consider including based on their desire to take care of their families.
Social Security representatives are not equipped to provide guidance on the best claiming strategy for your situation - that is where we come in!
Utilizing our special Social Security optimization calculators and reports, we help provide insights to our clients to help them make decisions that are right for them! Don't leave money unknowingly on the table because you did what your neighbor did.
With a team of Social Security professionals behind us, we are able to provide guidance on Social Security claiming strategies that can provide you the knowledge to effectively file for Social Security benefits, one of the most important income streams in most people's retirement.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to pursue them.
200 Platt Lane, Milford, Connecticut 06461, United States
Monday - Friday: 9am - 5pm
Evenings, Saturday & Sunday: By appointment only
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell , or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
This communication is strictly intended for individuals residing in the states of CT, FL, MA, ME, NJ, NY, OH, SC, and VT. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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Valerio Financial Group
200 Platt Lane Milford, CT 06461 US
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Neither RAA, nor its representatives offer tax or legal advice.
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