Life is About Change. Let’s Make Sure You’re Prepared.

You’re here because financial planning has been something that’s been on your to-do list for a while. You’ve reached a point where you’re looking for someone to help you create a financial strategy that works now and for years to come.

Congratulations on taking this step. Validus Financial Associates believes that your financial plan should grow with you as you reach milestones throughout your life. From tax strategies to comprehensive wealth management, we want to make sure you know all of your options.

You’ve come to the right place.

Creating a Plan for Life

Your Current Lifestyle

Financial planning isn’t just about where you’re going – it’s also about where you are. Let’s discuss strategies that will focus on allowing you to live in the moment while you also plan for the future.

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"Life is what happens when you’re busy making other plans"

- John Lennon

"You only live once but if you do it right, once is enough"

- Mae West

Answering Your Questions

Your Future Goals

When can I retire? What is my post-retirement income strategy? How can I be as tax efficient as possible, now and in the future? These are all questions we’ll work on together. Now that you’re here, you’re not alone in the planning process. We’ll help guide you for years to come.

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"An investment in knowledge pays the best interest"

- Benjamin Franklin

"We make a living by what we get, but we make a life by what we give."

- Winston Churchill

We’re dedicated to giving you all the information you need to make informed decisions. Whether you’re in a specific industry or are looking for a financial professional to meet your unique needs, you’ll find the resources you need at Validus Financial Associates.

Pre-Retirement Strategies

Post-Retirement Planning

Commercial & Concrete Construction Employees

Utility Employees

SmartVestors

Estate

How do you make the most of your retirement?

If you are nearing retirement, I urge you to focus on “retirement readiness.” While this is a new concept in the retirement community, it comprises more than financial planning. Additionally, it focuses heavily on social, family, emotional, and physical planning for retirement. You cannot simply “retire” anymore; you must begin non-financial retirement planning.

Receive your FREE book, The Art of Retiring Whole: A Non-Financial Guide to Retiring with Purpose, Productivity and Endless Possibilities by Ryan S. Kidd, CRC^®by emailing us at Coreen@vfateam.com.

Tell Us How We Can Help You Today

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A Financial Strategy That Aims to Grow with You