Professional, Insight & Life Experience.
“I work closely with my clients to create sound planning for lasting financial security.”
Successful long range planning, especially in these turbulent times, requires real expertise – the ability to identify economic trends as they are forming, to take full advantage of market conditions while staying true to the client’s long-term planning objectives.
1. Everyone needs investment help. Are you properly invested in your retirement plan? It’s one thing to have money – but you should have something else. Someone who will be a phone call or office visit away to look after your money and help it grow. If you want someone you can trust to educate you, be clear with you and help you make the right decision, (so you can sleep at night) please contact me. I’m here to help you.
2. Thoughts of retirement and preparing for retirement usually bring questions: When can you retire? Can you retire tomorrow? And if you can’t – what do you need to do to get ready?
“I want to highly recommend Mike Valiente, who I have worked with since 2006. Mike is very reliable and gives me the answers and peace of mind with all of my financial concerns. Mike has helped me with many financial issues, such as: investments, having a savings cushion, developing a personal budget, and making sure I have enough income to live comfortably when I retire in a few years.