“We are the captains of our own ships sailing the sea of life, but in times of stormy weather, you will discover true friends when they don't hesitate to be a lighthouse.”

- Dodinsky

24%

of workers said they had less than $1,000 saved for retirement.1

- how we can help-

We have had the privilege of guiding generations of clients by applying a consultative approach to managing the complexities of wealth building. Everyone has to start somewhere. Valliant Wealth Strategies starts by identifying your priorities, values and goals. We want your long-term financial plan to reflect the distinct needs of you and your individual family. Our team of experts can help you reduce and eliminate debt, and then cultivate a savings and investment strategy that will maximize your earnings potential for years to come. Start today to develop the framework for building a sound retirement and legacy.

1. 2017 Retirement Confidence Survey

You can turn to us for comprehensive financial planning and leading-edge resources.

Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

  • Wealth & Investment Management
  • Banking & Lending Solutions2
  • Insurance & Annuities
  • Legacy Planning
  • Wealth Transfer
  • Risk Management
- insights for WORKING PROFESSIONALS AND FAMILIES -
May 27, 2021

The Financial Aid Formula

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May 21, 2021

7 Ways to Boost Your Savings

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April 30, 2021

Raising Smart Spenders and Savers

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2. Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.