“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.”
of workers turn to their friends and family when seeking information about retirement planning.1
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. 2023 Retirement Confidence Survey
Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.