Broker Check

SmartVestor

Welcome to Validus Financial Associates.

If you’re here, it’s likely because you accessed our profile at RamseySolutions.com. We understand that you’re looking for someone to assist you with your financial planning and we want to help you find the right fit.

About Us

Validus Financial Associates puts the needs of its clients and their families first. We are registered in 38 states and have offices in Arizona and New Mexico. We’re dedicated to helping you establish a financial strategy that grows with you, now and into retirement.

About You

You are approaching retirement in the next five to ten years or might be newly retired. You’re looking for a trusted resource who will answer your questions.

  1. Do I have enough money to retire?
  2. Are my investments allocated appropriately?
  3. What is my distribution strategy when I retire?
  4. How can I be as tax efficient as possible now and in the future?

While you like to know what’s happening with your investment accounts, you’d also like a comprehensive financial planning service that takes this task off your to-do list.

How We’ll Work Together

Our first meeting is where we collect any data we might need to understand where you currently are with your financial planning and what your long and short-term goals are.

During our second meeting, we’ll discuss whether or not you’re on track to meet those goals and what our recommendations would be for your specific situation, including tax strategies.

After we’ve established our plan, we’ll continue meeting on a semi-annual or annual basis. We’re also available for consultations as needed and communicate with our clients weekly with market information via email.

Moving Forward

If you’re ready to take the first step in creating a comprehensive financial plan specific to your situation, let’s talk. CLICK HERE for an initial consultation.




Validus Financial Associates has contracted with Dave Ramsey as a Smart Vestor Pro. Dave Ramsey's Smart Vestor Pro are for investment services only. Dave Ramsey's endorsement does not extend to the financial planning or investment advisory services offered through Lincoln Financial Advisors (LFA). LFA is separate from and unaffiliated with Dave Ramsey. SmartVestor Pro's pay a fee to be included in the network. 

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