Valerio Financial Group

(203) 283-9204

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    • About Us
    • Services
      • Financial Planning
      • Insurance
      • Social Security
    • Resources
    • Contact us
Valerio Financial Group

(203) 283-9204

  • Home
  • About Us
  • Services
    • Financial Planning
    • Insurance
    • Social Security
  • Resources
  • Contact us

Financial Planning and consulting

Services Include:

 

Retirement Jump Start


Most individuals will find value in getting an assessment of their financial health completed in order to know which necessary steps would help them to further their individual financial goals.


Articles across publications agree about the value added when having an advisor at the helm can lend to portfolio optimization, lifestyle achievement and preservation of assets with smart tax mitigation strategies to name a few benefits.


A Jumpstart engagement with VFG, will allow you to assess your retirement readiness and help you feel confident determining appropriate next steps.


A comprehensive JumpStart Report and Discussion includes:

  • A Net Worth Statement
  • Compilation of Goals and Objectives
  • Retirement Readiness Barometer Reading
  • Social Security Optimization
  • Risk Tolerance vs. Asset Allocation
  • Life Insurance Needs Assessment
  • Paycheck Protection Analysis
  •  LTC Risk Assessment


Other Planning Services:

  • Distribution income Planning
  • Tax Mitigation
  • Cash Flow Analysis
  • Budgeting
  • Asset Allocation and Account Review
  • Goals Analysis & Planning
  • Strategy Development, Execution, Implementation, & Monitoring
  • Beneficiary Review- Are your accounts set up to ensure that assets are left to those you intend?
  • Transition Planning/Assistance 
  • Estate Planning
  • Charitable Giving
  • Bucket List Planning
  • College Planning
  • Dream Vacation Planning

Learn More

Resources and Newsletter Archive

Find out more

Investment vehicles and Retirement plans

Investment Vehicles:


Actively Managed Portfolios

Mutual Funds

Variable Annuties

Indexed Annuities

Fixed Annuities

Brokerage Accounts

Wealth Management


Retirement Plans:

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Pension/401K Conversions



New client roadmap

Discover

Strategize

Discover

Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.

Educate

Strategize

Discover

Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.

Strategize

Strategize

Strategize

If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.

Execute

Re-Evaluate and Tweak

Strategize

Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.

Monitor

Re-Evaluate and Tweak

Re-Evaluate and Tweak

Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.

Re-Evaluate and Tweak

Re-Evaluate and Tweak

Re-Evaluate and Tweak

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.

Valerio Financial Group

200 Platt Lane Milford, CT 06461 US

(203) 283-9204

 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.   Osaic Wealth does not offer tax or legal advice.
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